Unclaimed
Kenneth Swiftney is an investment advisor representative with PFS Investments Inc. Kenneth is registered in Michigan. Kenneth Swiftney has been in the industry since March 20, 2014. Kenneth has passed the Series 63, Series 65, and Series 6 exams and has a current registration with PFS Investments Inc. Kenneth has worked for PFS Investments Inc., Primerica Financial Services, and Northern Boiler. Kenneth has also provided sales of investment-related products.
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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MI
08/15/2017 - Present
PFS Investments Inc. (PORTAGE MI)
IA
Issued 08/10/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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