Katrina Elissa Hatter

Employer firm

Pfs Investments Inc. CRD 10111

$15.5B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2022 → Present
  Primerica Financial Services
  Redlands, CA
• 11/2023 → Present
  Pfs Investments Inc.
  Redlands, CA
• 12/2021 → Present
  San Bernardino Medical Orthopaedic Group
  Redlands, CA
• 06/2021 → 11/2021
  Unemployed
  Redlands, CA
• 08/2020 → 05/2021
  Crafton Hills College
  Yucaipa, CA
• 12/2019 → 08/2020
  Tax And Bookkeeping Solutions
  San Bernardino, CA
• 08/2019 → 12/2019
  Crafton Hills College
  Yucaipa, CA
• 10/2018 → 07/2019
  Unemployed
  Redlands, CA
• 02/2018 → 09/2018
  Tax And Bookkeeping Solutions
  San Bernardino, CA
• 07/2017 → 01/2018
  Unemployed
  Redlands, CA
• 09/2015 → 06/2017
  La Sierra University
  Riverside, CA
• 09/2013 → 06/2017
  La Sierra University
  Riverside, CA

Other Businesses

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-07
• S63 Uniform Securities Agent State Law Examination
  2023-12-23

Other Names

• Katrina Hatter