Mutual Funds and Annuities

Through its relationships with the major mutual fund companies and annuity carriers, PKS provides its clients and Registered Representatives with wide ranging access to financial products and solutions.

In order to afford our Registered Representatives and PKS has direct selling and servicing agreements with over 150 mutual fund companies, which is in addition to access to thousands of mutual funds available through our clearing firm, National Financial Services, LLC. For variable annuity or variable life products, PKS has over 50 agreements in place with the most reputable insurance carriers. We also offer our Registered Representatives product assistance from the highly trained insurance specialists that head up our insurance affiliated company, PKS Financial Services. For more information on PKS Financial Services, please see the Insurance Services tab.

Our relationships give our Registered Representatives the flexibility to meet the investment needs of every client, by using our direct selling agreements to open accounts directly with fund companies or insurance carriers, by opening brokerage accounts at NFS, or both.