Unclaimed
Renee Shelton is a financial advisor with PFS Investments Inc., located in Tampa, Florida. Renee has worked in the financial industry since 2024. Renee is licensed in multiple states including Alabama, Florida, Iowa, Kansas, Missouri, Nebraska, Nevada, New Jersey, North Carolina, Pennsylvania, Texas, and Virginia. Renee holds FINRA Series 63, 6TO, SIE, and 26 licenses. PFS Investments Inc. is a large, diversified financial services firm with a focus on providing investment advice to 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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2
FL
04/18/2024 - Present
PFS Investments Inc. (TAMPA FL)
BC
Issued 06/20/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/18/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/04/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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