Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caleb? Claim Your ProfileCaleb Alexander Shannon is a licensed securities professional registered with PFS Investments Inc., a firm with a focus on individual portfolio management. Caleb has been in the industry since June 2023 and is currently registered in Georgia, Mississippi, and South Carolina. Caleb holds the Series 63, Series 6TO, and SIE licenses.
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.
1
2
MS
06/27/2023 - Present
PFS Investments Inc. (PONTOTOC MS)
BC
Issued 08/10/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/04/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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