Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katrina? Claim Your ProfileKatrina Iroegbu is a financial advisor with PFS Investments Inc. who has been in the industry for over six years. Katrina holds Series 6TO and SIE licenses. Katrina has a strong background in investment company products/variable contracts, and is dedicated to providing personalized financial advice to clients. Katrina specializes in investment management for individuals and has a strong track record of success. She has earned a reputation for building long-lasting relationships with clients.
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.
1
2
MD
06/07/2019 - Present
PFS Investments Inc. (CALVERTON MD)
BC
Issued 06/07/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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