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Kenneth Lester Hakli

PFS Investments Inc.

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About Kenneth Lester Hakli

Kenneth Lester Hakli is a financial professional with over 20 years of experience in the financial services industry. Kenneth is currently registered with PFS Investments Inc. and has a Series 6, 7, and 63 licenses. Kenneth has worked with MetLife Securities Inc., Metropolitan Life Insurance Company, American Express Financial Advisors Inc., and IDS Life Insurance Company in the past. Kenneth has a proven track record of providing financial advice and guidance to individuals, families, and businesses. Kenneth is committed to helping clients achieve their financial goals.

Firm Information

Kenneth Hakli is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kenneth Hakli’s Registration & Firm History

AZ

08/21/2014 - Present

PFS Investments Inc. (SCOTTSDALE AZ)

MA

10/15/2004 - 04/28/2005

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

10/15/2004 - 04/28/2005

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

MN

12/18/2002 - 08/18/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

12/18/2002 - 08/18/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 06/12/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/17/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kenneth Lester Hakli. Review regulatory record here.
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