Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Bradley Shumate is a financial professional with experience in the securities industry. Jacob is a registered representative with PFS Investments Inc., and holds Series 63, Series 6TO, and SIE licenses. Jacob has been active in the industry since January 1, 2024. Jacob is currently registered in South Carolina. Jacob is located in Charlotte, NC and is affiliated with the Charlotte branch office of PFS Investments Inc.. Jacob specializes in providing financial advice and services to individual clients.
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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NC
01/02/2024 - Present
PFS Investments Inc. (CHARLOTTE NC)
BC
Issued 05/01/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/26/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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