Unclaimed
Kenneth Wilbur Staab is a financial professional with over 25 years of experience in the industry. Kenneth has been with PFS Investments Inc. since 2009, previously working for the same firm in Duluth, GA, and also has prior experience with EquiCo Securities, Inc. and The Equitable Life Assurance Society of the United States. Kenneth's expertise includes the Investment Company Products/Variable Contracts Representative Examination, the Securities Industry Essentials Examination, and the Uniform Securities Agent State Law Examination, as well as the Series 6 designation.
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
DE
04/20/2009 - Present
PFS Investments Inc. (WILMINGTON DE)
GA
01/21/1995 - 04/16/2008
PFS INVESTMENTS INC. (DULUTH GA)
NY
01/26/1994 - 10/10/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
01/26/1994 - 10/10/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 01/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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