Unclaimed
Keith Pinkard is an investment advisor representative at PFS Investments Inc. Keith has been in the industry since 2020 and has licenses in Texas and several other states. Keith has a Series 63 and 65 license, as well as Series 6TO and SIE. Keith offers investment advisory services including portfolio management for individuals. Keith also has experience in the insurance and mortgage industries.
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
TX
05/26/2022 - Present
PFS Investments Inc. (PLANO TX)
IA
Issued 05/20/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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