Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Chappelle is a registered representative with PFS Investments Inc. Keith has been in the financial industry since 1982, and is currently registered as a broker-dealer and investment advisor representative in Texas. Keith holds the Series 6, 63, 26 and 65 licenses and is registered in 20 states. Keith also offers investment-related products for PFS Investments Inc. and receives compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. for part-time referrals of home security and automation products, as well as other home related services.
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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TX
01/24/2022 - Present
PFS Investments Inc. (DUNCANVILLE TX)
IA
Issued 01/05/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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