Unclaimed
Christopher Shepherd is a financial advisor with PFS Investments Inc. based in Dallas, Texas. Christopher is licensed to provide financial advice in Arkansas, Missouri, Montana, New Mexico, Texas and Utah. He is a Series 6, Series 26 and Series 63 licensed representative. Christopher has been working in the financial services industry since March 22, 2011.
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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2
TX
03/23/2011 - Present
PFS Investments Inc. (DALLAS TX)
BC
Issued 05/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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