Unclaimed
Keith Rodney Keener is a Registered Representative and Investment Advisor Representative with PFS Investments Inc. Keith has been in the financial services industry since June 20, 1982. Keith is registered in Texas and holds Series 6, 63, 65, and 26 licenses. Keith is also registered with FINRA and the state of Alabama, Arkansas, California, Washington and Texas. Keith specializes in portfolio management for individuals and may also receive non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. for the sale of loan products and/or 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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2
TX
05/28/2014 - Present
PFS Investments Inc. (HOUSTON TX)
IA
Issued 03/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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