Catherine
Guay
Pfs Investments Inc
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About this Advisor
Catherine Guay is a financial advisor operating out of Latham, New York with a total of 2 years of industry experience. Guay is currently employed by Pfs Investments Inc. Their career trajectory has included roles at Primerica Financial Services, Mhi Holdings Inc, Morrison Engineering Pc, Pfs Investments Inc, Catherine Guay Dba The Cash Connection, Beff'S Restaurant, Loyal Management, LLC and Sargent & Blais Personnel. Guay holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in New York. Pfs Investments Inc is a registered investment business headquartered in Duluth, GA. It has offices in 1,646 locations and a total of 3,449 employees. It controls $7 billion in assets under management between its 56,552 accounts, placing it among the largest firms in the country by assets under management. The firm serves 36 charities and foundations. Of its 56,552 client accounts, just 1% are held by high-net-worth investors who have more than $1 million in investable assets. Pfs Investments Inc offers portfolio management for individuals and small businesses. Fees charged by financial advisors depend on which services the firm provides the client. Fees billed by Pfs Investments Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pfs Investments Inc Brokerage Details
$7,088,085,794
3,449
56,552
$125,337
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Catherine Guay Work History
Catherine has been registered as a financial advisor for 2 years.*
Loyal Management, LLC
Pfs Investments Inc
Beff'S Restaurant
Sargent & Blais Personnel
Mhi Holdings Inc
Primerica Financial Services
Catherine Guay Dba The Cash Connection
Morrison Engineering Pc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Catherine Guay to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Primerica Advisors
Sugar Grove, PA
Cleveland, OH
Avondale, AZ
Clifton Park, NY
Hiawatha, IA
Orlando, FL
Duluth, GA
Rochester, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
