Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith E Schwarz is a financial advisor with PFS Investments Inc., and has been in the industry since April 26, 2000. Keith is licensed in Colorado, Maryland, Michigan, Pennsylvania and Texas. Keith holds licenses for Series 6, Series 63, Series 65 and the SIE. Keith Schwarz provides financial advice to individuals, corporations or other businesses, charitable organizations and high-net-worth individuals.
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
PA
04/07/2023 - Present
PFS Investments Inc. (CHALFONT PA)
IA
Issued 07/28/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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