Katherine
Vasquez
Pfs Investments Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Katherine Vasquez is a financial advisor based out of Blue Bell, Pennsylvania with 2 years of industry experience. Vasquez is an employee of Pfs Investments Inc. Vasquez has gained experience at Wissahickon School District, Kohls Department Stores, Primerica Financial Services, Pfs Investments Inc, Center Square Montessori Schoolhouse, Children Of America, Elwyn Early Learning Center-West, Kinder Works, Childtime Childcare, Inc and Renaissance Academy Charter School. Vasquez holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania. Pfs Investments Inc is a firm that has its headquarters in Duluth, GA. The company has offices in 1,646 locations and a total of 3,449 advisors. It manages $7 billion in assets between its 56,552 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advisory services to 36 charities and foundations. Of its 56,552 client accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in investable assets. Pfs Investments Inc provides portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend on the type of financial services offered. However, fees billed by Pfs Investments Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Katherine Vasquez Work History
Katherine has been registered as a financial advisor for 2 years.*
Renaissance Academy Charter School
Childtime Childcare, Inc
Primerica Financial Services
Pfs Investments Inc
Kinder Works
Center Square Montessori Schoolhouse
Children Of America
Elwyn Early Learning Center-West
Kohls Department Stores
Wissahickon School District
*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 Katherine Vasquez 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
Cleveland, OH
Albuquerque, NM
Sugar Grove, PA
Hiawatha, IA
Orlando, FL
West Chester, OH
Rochester, MI
Clifton Park, NY
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
