Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Shuman is a financial advisor with PFS Investments Inc. Gregory is registered with FINRA as a registered representative and licensed with the state of Florida. Gregory has been in the industry since August 19, 2018. Gregory specializes in investment company products/variable contracts and has passed the Securities Industry Essentials Examination and the Series 6 exam. PFS Investments Inc. provides investment advice and portfolio management for individuals.
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
FL
08/20/2018 - Present
PFS Investments Inc. (VERO BEACH FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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