Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kelly is a financial advisor with PFS Investments Inc., located in Altoona, PA. Brian has been in the financial services industry since 2002. Brian holds the following securities licenses: Series 6, Series 63, Series 26, and SIE. Brian is a registered representative in the state of Pennsylvania.
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
PA
05/04/2015 - Present
PFS Investments Inc. (ALTOONA PA)
GA
07/18/2005 - 02/01/2007
PFS INVESTMENTS INC. (DULUTH GA)
GA
06/14/2004 - 10/13/2004
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 04/18/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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