Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Brian Whetter is an investment advisor representative at PFS Investments Inc. Keith has been in the financial services industry for over 20 years and has a strong track record of helping clients reach their financial goals. Keith is registered with the state of Alabama and Texas. Keith has earned the Series 6, Series 63, Series 26 and Series 65 securities licenses. Keith is dedicated to providing clients with personalized financial advice and guidance.
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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AL
02/04/2019 - Present
PFS Investments Inc. (HOOVER AL)
IA
Issued 10/18/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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