Unclaimed
John Mathias Rettler is a financial advisor with over 25 years of experience in the industry. John is registered with PFS Investments Inc. and holds a Series 6, Series 26, and Series 63 license. John's expertise includes portfolio management for individuals and he specializes in investment company products. John is registered in eight states including Wisconsin, Arizona, California, Illinois, Iowa, Minnesota, Nevada, and Ohio.
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
WI
09/07/1995 - Present
PFS Investments Inc. (GERMANTOWN WI)
BC
Issued 05/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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