Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Blair Burress is a registered representative with PFS Investments Inc., a firm that has been in business for many years. Keith is a licensed representative and is registered with the state of California. Keith has a long history in the industry, beginning his career in 2005. Keith's specialties include investment company products and variable contracts. Keith has been working with individuals and their families to help them achieve their financial goals.
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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CA
01/17/2022 - Present
PFS Investments Inc. (MONTCLAIR CA)
CA
04/11/2011 - 12/31/2021
PFS INVESTMENTS INC. (ONTARIO CA)
CA
08/05/2005 - 12/31/2009
PFS INVESTMENTS INC. (ONTARIO CA)
BC
Issued 07/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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