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Osman Mohamad Shendi

PFS Investments Inc.

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About Osman Mohamad Shendi

Osman Mohamad Shendi is a registered representative with PFS Investments Inc., a firm that provides investment advisory services to individuals, corporations and charitable organizations. Osman is based in Rancho Cordova, California. Osman has been in the securities industry since July 23, 2012. He has passed the Series 6, SIE and Series 63 examinations and holds active registrations in California, Indiana and Virginia.

Firm Information

Osman Shendi is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Osman Shendi’s Registration & Firm History

CA

07/24/2012 - Present

PFS Investments Inc. (RANCHO CORDOVA CA)

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Licenses & Designations

BC

Issued 06/28/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Osman Mohamad Shendi.
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