Unclaimed
Kris Michael Pelster is a financial advisor with SCF Investment Advisors, Inc. based in Bakersfield, CA. Kris has been in the financial services industry since 2006. Kris is registered as an Investment Advisor Representative (IAR) in Arizona, Arkansas, California, Colorado, Florida, Idaho, Illinois, Kansas, Louisiana, Oklahoma, Oregon, South Dakota and Texas. Kris is also registered as a Registered Representative (RR) in Georgia, Indiana, Iowa, Louisiana, Mississippi, Missouri, Nevada, North Carolina, Tennessee, Utah and Washington. Kris has a variety of experience in the industry and has held positions at Brokersxpress LLC, Securities America, Inc and Moneywise, Inc. Kris has a strong track record of success in helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
01/13/2015 - Present
SCF Investment Advisors, Inc. (Bakersfield CA)
CA
06/25/2007 - 11/29/2011
BROKERSXPRESS LLC (BAKERSFIELD CA)
CA
05/03/2006 - 06/23/2007
SECURITIES AMERICA, INC. (BAKERFIELD CA)
BOTH
Issued 06/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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