Unclaimed
Aiyana Keels is an investment advisor representative associated with PFS Investments Inc. Aiyana has been in the industry since May 2021. Aiyana is registered with the state of Alabama. Aiyana holds the Series 63, 65, and 26 licenses and has passed the SIE and Series 6TO exams.
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
AL
05/12/2022 - Present
PFS Investments Inc. (Montgomery AL)
IA
Issued 05/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/16/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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