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Rasheen Wyn Sinclair

PFS Investments Inc.

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About Rasheen Wyn Sinclair

Rasheen Wyn Sinclair is a financial professional with over 12 years of experience in the industry. Rasheen is currently registered with PFS Investments Inc., based in Duncanville, Texas, and is licensed in Ohio and Texas. Prior to PFS Investments Inc., Rasheen was with Wachovia Securities, LLC in Addison, Texas. Rasheen specializes in providing financial advice and portfolio management services to individuals, corporations and charitable organizations.

Firm Information

Rasheen Sinclair 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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Rasheen Sinclair’s Registration & Firm History

TX

01/13/2021 - Present

PFS Investments Inc. (DUNCANVILLE TX)

TX

12/15/2020 - 12/31/2020

PFS INVESTMENTS INC. (DUNCANVILLE TX)

TX

03/06/2018 - 12/31/2019

PFS INVESTMENTS INC. (DALLAS TX)

TX

12/05/2016 - 12/31/2017

PFS INVESTMENTS INC. (DALLAS TX)

TX

05/03/2013 - 12/31/2014

PFS INVESTMENTS INC. (DALLAS TX)

TX

11/16/2006 - 04/27/2007

WACHOVIA SECURITIES, LLC (ADDISON TX)

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Licenses & Designations

BC

Issued 12/23/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Rasheen Wyn Sinclair. Review regulatory record here.
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