Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Klein is a registered representative with PFS Investments Inc. in La Crosse, WI. Chad has been in the industry since April 2022 and holds the Series 63, Series 6TO and SIE licenses. Chad is registered in Wisconsin as an investment advisor representative.
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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WI
04/23/2022 - Present
PFS Investments Inc. (La Crosse WI)
BC
Issued 06/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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