Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Pavelec is a financial advisor associated with PFS Investments Inc., a firm headquartered in Duluth, Georgia. Katie has worked in the financial services industry since 2016, and holds a Series 6 license, allowing her to sell investment company products and variable contracts, as well as a Series 63 license, which allows her to provide investment advice in New Jersey. Katie is registered with FINRA and the state of New Jersey. PFS Investments Inc. has offices in New Jersey as well as other states. Katie's office is located at 265 Route 46 West, Suite 203, in Totowa, New Jersey.
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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2
NJ
03/15/2022 - Present
PFS Investments Inc. (TOTOWA NJ)
NJ
07/28/2016 - 12/06/2021
SANTANDER SECURITIES LLC (TOMS RIVER NJ)
BC
Issued 11/20/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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