Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaylee? Claim Your ProfileKaylee Derkowski is a financial advisor with PFS Investments Inc., a registered investment advisor with over 8.46 billion in regulatory assets under management. Kaylee has been in the industry since 2015 and is registered with the state of Michigan. Kaylee has a Series 6 and Series 63 license and a SIE certification. Kaylee provides investment advice to individuals and has experience working with high-net-worth individuals and corporations.
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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MI
01/03/2024 - Present
PFS Investments Inc. (SOUTHFIELD MI)
MI
01/08/2023 - 12/31/2023
PFS INVESTMENTS INC. (SOUTHFIELD MI)
MI
09/15/2016 - 12/31/2022
PFS INVESTMENTS INC. (SOUTHFIELD MI)
MI
03/02/2015 - 12/18/2015
PFS INVESTMENTS INC. (SOUTHFIELD MI)
BC
Issued 02/21/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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