Unclaimed
Angelo Shipman is a financial professional with over 16 years of experience in the financial services industry. Angelo is currently registered with PFS Investments Inc. in McDonough, GA. Angelo is a Series 6, 26, and 63 licensed professional, and holds the SIE designation. Angelo specializes in portfolio management for individuals. Angelo's current and prior registration information can be found on the Financial Industry Regulatory Authority (FINRA) BrokerCheck website.
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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GA
03/30/2010 - Present
PFS Investments Inc. (MCDONOUGH GA)
GA
03/28/2007 - 12/31/2009
PFS INVESTMENTS INC. (MCDONOUGH GA)
BC
Issued 06/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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