Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Augustus Shepard is a registered investment advisor representative with PFS Investments Inc. Samuel has been in the industry since 2005 and has experience working with individuals, businesses, and charitable organizations. Samuel is licensed to provide investment advice in Georgia.
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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GA
07/21/2017 - Present
PFS Investments Inc. (ATLANTA GA)
GA
08/16/2011 - 12/31/2013
PFS INVESTMENTS INC. (ATLANTA GA)
GA
12/16/2009 - 12/31/2010
PFS INVESTMENTS INC. (ATLANTA GA)
GA
02/18/2005 - 05/29/2009
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 05/23/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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