Invested Better
Unclaimed

Unclaimed

Unclaimed

Annette Vasquez Shoop

PFS Investments Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Annette? Claim Your Profile

About Annette Vasquez Shoop

Annette Vasquez Shoop is a financial advisor with PFS Investments Inc., a registered investment advisor based in Duluth, Georgia. Annette has been in the financial services industry since 2001 and has held Series 6, 26 and 63 licenses. Annette also holds the SIE. Annette is registered to provide investment advice in California, Connecticut, Florida, Maine, Massachusetts, New York, North Carolina, and South Carolina. Annette works with individuals, corporations, and charitable organizations.

Firm Information

Annette Shoop is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Annette Shoop’s Registration & Firm History

MA

03/08/2010 - Present

PFS Investments Inc. (PITTSFIELD MA)

GA

03/13/2001 - 01/30/2009

PFS INVESTMENTS INC. (DULUTH GA)

Not sure if Annette Vasquez Shoop is right for you?

Licenses & Designations

BC

Issued 03/17/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/04/2012

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/12/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Annette Vasquez Shoop.
Not sure if Annette Vasquez Shoop is right for you?