Unclaimed
Michael Zeller is a registered representative with PFS Investments Inc. Michael has been in the financial industry since 1983. Michael is registered in 11 states and holds the Series 6, Series 63, Series 26 and Series 65 licenses. Michael provides portfolio management services to individuals. Michael is also co-founder of the Chad Zeller Memorial Fund, Inc. and receives non-investment related compensation for part-time referrals of home security and automation products, as well as other home related services.
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
CA
11/13/2015 - Present
PFS Investments Inc. (CORONA CA)
IA
Issued 10/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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