Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katrina? Claim Your ProfileKatrina Santos Tolentino is a financial professional with PFS Investments Inc., located in Anaheim, CA. Katrina is a registered representative with the state of California and Florida. Katrina specializes in securities and has over 5 years of experience in the industry. Katrina has earned the Series 6, Series 26, and Series 63 licenses.
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
CA
01/25/2019 - Present
PFS Investments Inc. (ANAHEIM CA)
CA
11/01/2018 - 12/31/2018
PFS INVESTMENTS INC. (ANAHEIM CA)
BC
Issued 12/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Katrina Tolentino is the right advisor for you? Invested Better is here to help.
