Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Lewis Shaffer is a financial professional with over 20 years of experience in the industry. John is currently registered with PFS Investments Inc., serving clients in Methuen, MA, and across the country. John has been a registered representative and investment advisor representative since 2002. Previously, John worked for PFS INVESTMENTS INC. in Tewksbury, MA. John has a broad range of licenses and credentials, including Series 6, 63, 26 and 65. John holds licenses in 14 states, with the most recent addition being Massachusetts for Investment Advisor. In addition to his work with PFS Investments Inc., John also works with Primerica Financial Services and Primerica Client Services, Inc., which is a co-located affiliate of PFS Investments Inc. John works with a variety of client types including individuals, corporations, and charitable organizations.
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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MA
03/19/2024 - Present
PFS Investments Inc. (METHUEN MA)
MA
07/01/2002 - 06/01/2018
PFS INVESTMENTS INC. (TEWKSBURY MA)
IA
Issued 03/04/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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