Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Knable has been an active investment advisor representative since 1995. He is currently registered with PFS Investments Inc. and has previously been registered with PFS Investments Inc. Matthew holds several licenses and certifications including Series 6, Series 63, and Series 65. He is a specialist in the securities industry with an emphasis on investment company products and variable contracts. Matthew is experienced in providing financial advice to individuals and has expertise in portfolio management for individuals. He is committed to 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.
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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WI
01/17/2012 - Present
PFS Investments Inc. (GREEN BAY WI)
GA
08/25/1995 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 12/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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