Unclaimed
Kole Kussee is a registered representative with PFS Investments Inc. Kole is licensed in Utah and holds the Series 6, Series 63, and SIE licenses. Kole has been in the financial industry since June 2, 2013. The firm specializes in portfolio management for individuals, and has offices in Layton, UT.
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.
1
2
UT
06/03/2013 - Present
PFS Investments Inc. (LAYTON UT)
BC
Issued 07/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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