Unclaimed
Kay Czechowski is a financial advisor registered with PFS Investments Inc., a firm based in Duluth, GA. Kay has been in the financial industry since 1995 and is registered to provide investment advice in New York. Kay is a Series 6, 26 and 63 licensed professional. Kay also has a Series SIE designation and is actively involved in sales of investment-related products for PFS Investments Inc. and affiliated companies.
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
NY
08/03/2021 - Present
PFS Investments Inc. (BUFFALO NY)
BC
Issued 02/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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