Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Marie Fay is a financial advisor with PFS Investments Inc. Katie has been in the financial services industry since 2012 and is licensed to provide investment advice in Indiana, Kentucky, Ohio, Texas, and Wisconsin. Katie holds the Series 6, Series 63, and SIE securities licenses. Her primary focus is on providing portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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KY
03/22/2019 - Present
PFS Investments Inc. (FT WRIGHT KY)
OH
10/06/2018 - 12/31/2018
PFS INVESTMENTS INC. (CINCINNATI OH)
OH
02/23/2010 - 12/31/2016
PFS INVESTMENTS INC. (CINCINNATI OH)
BC
Issued 10/11/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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