Unclaimed
Russell Bertsch is an investment advisor representative with PFS Investments Inc. based in Oakdale, Minnesota. Russell has been in the industry since December 1992. Russell is registered with the state of Minnesota as an Investment Advisor Representative. Russell is a licensed Series 6, 26, 63 and 65 investment advisor representative. Russell provides portfolio management for individuals. Russell is also registered with FINRA.
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
MN
03/23/2018 - Present
PFS Investments Inc. (OAKDALE MN)
IA
Issued 02/01/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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