Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margo? Claim Your ProfileMargo Kaatz is a financial advisor who has been in the industry since 2014. Margo currently works at PFS Investments Inc. located in Burbank, CA. Margo is licensed to provide financial advice in California and holds Series 6, 63, and 65 licenses. In addition to providing financial advice, Margo also has experience in sales, and has worked for Primerica Financial Services and Whittier College.
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
11/01/2017 - Present
PFS Investments Inc. (BURBANK CA)
IA
Issued 09/28/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Margo Kaatz is the right advisor for you? Invested Better is here to help.
