Unclaimed
Paul Phillip Schuetz is a registered representative with PFS Investments Inc. He has been in the industry since April 2017 and has been actively registered in the state of Iowa since then. Paul has a Series 6 and SIE license and has demonstrated proficiency in the Investment Company Products/Variable Contracts Representative Examination. Paul has a strong history of providing investment advice to individuals, with a focus on portfolio management.
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
IA
04/19/2017 - Present
PFS Investments Inc. (CEDAR RAPIDS IA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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