Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Brian Shade is an active investment advisor representative with PFS Investments Inc. Raymond has been in the industry since May 14, 2002 and is currently registered in Florida. Raymond has passed the Series 6, Series 26, Series 63, and Series 65 exams. Raymond is also registered with FINRA and is a registered investment advisor in Florida.
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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2
FL
06/28/2024 - Present
PFS Investments Inc. (TAMPA FL)
IA
Issued 06/11/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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