Unclaimed
Richard McKone is an investment advisor representative associated with PFS Investments Inc. located in ROGERS, AR. Richard has been in the industry since June 11, 2019. Richard holds several licenses, including Series 63, Series 65, and Series 26. Richard has worked with clients such as individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
1
2
AR
01/17/2023 - Present
PFS Investments Inc. (ROGERS AR)
AR
05/27/2019 - 12/31/2022
PFS INVESTMENTS INC. (RUSSELLVILLE AR)
IA
Issued 10/20/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/25/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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