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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Paul Sheppard is a financial advisor with PFS Investments Inc. based in York, PA. Benjamin has been in the securities industry since 2004. Benjamin is licensed to provide investment advice in Pennsylvania and Texas. Benjamin has passed several securities exams including the Series 6, Series 63, Series 26 and the Series 65. Benjamin also holds the SIE exam designation. In addition to his work at PFS Investments Inc., Benjamin also works part-time for other businesses, such as Chrismer and Sheppard Properties LLC, and receives compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc.
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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PA
03/25/2024 - Present
PFS Investments Inc. (YORK PA)
IA
Issued 06/13/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/29/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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