Unclaimed
Gregory Ketron is a registered investment advisor representative with PFS Investments Inc. based in Bettendorf, Iowa. Gregory has been in the securities industry since June 2003 and has experience in both the broker-dealer and investment advisor fields. Gregory is registered with the state of Iowa and has licenses in several other states. Gregory has a broad range of experience providing investment advice to individuals and businesses. Gregory focuses on portfolio management and provides financial planning services as well.
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
IA
11/07/2016 - Present
PFS Investments Inc. (BETTENDORF IA)
IA
Issued 10/24/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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