Unclaimed
Kristy Meteney is a financial professional with PFS Investments Inc. She is registered with the state of Pennsylvania and has been in the industry since August 2020. Kristy holds the Series 63, Series 6TO and the SIE exams. She is registered in the following states: California, Nevada, New Mexico, Ohio, Oregon, Pennsylvania, and Texas.
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
PA
08/17/2020 - Present
PFS Investments Inc. (PITTSBURGH PA)
BC
Issued 07/27/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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