Unclaimed
Kevin Sheehan is a financial advisor with PFS Investments Inc., with an active registration in Florida. Kevin has been in the industry since April 1996 and has a strong background in investment products and services. Kevin has a number of licenses including Series 6, Series 63, Series 26 and SIE. Kevin specializes in providing financial advice to individuals and families.
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
09/11/2020 - Present
PFS Investments Inc. (JACKSONVILLE FL)
IA
Issued 05/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Sheehan is the right advisor for you? Invested Better is here to help.