Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kelley is a financial professional with over 20 years of experience in the financial services industry. Michael is currently registered with PFS Investments Inc. and has held a Series 6, Series 26, and Series 63 license. Michael is also a registered representative with the Financial Industry Regulatory Authority (FINRA). Michael's areas of expertise include investment management, portfolio management, and financial planning. Michael serves clients in the Cornelius, NC area.
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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NC
10/16/2017 - Present
PFS Investments Inc. (CORNELIUS NC)
NC
09/30/1994 - 07/14/2017
PFS INVESTMENTS INC. (CORNELIUS NC)
BC
Issued 08/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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