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Sarah Allene Shipe

PFS Investments Inc.

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About Sarah Allene Shipe

Sarah Allene Shipe is a registered representative with PFS Investments Inc. Sarah has been in the securities industry since January 24, 2019. Sarah has a Series 6, Series 26, and Series 63 license, as well as the SIE exam. Sarah is registered in Florida, Georgia, New Jersey, New York, North Carolina, and Texas. Sarah is currently located in Jefferson, GA and is registered with PFS Investments Inc., which has a branch office there. PFS Investments Inc. offers a range of financial products and services, including portfolio management for individuals. PFS Investments Inc. has over 59,808 accounts under management, totaling over $8.46 billion.

Firm Information

Sarah Shipe 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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Sarah Shipe’s Registration & Firm History

GA

01/25/2019 - Present

PFS Investments Inc. (JEFFERSON GA)

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Licenses & Designations

BC

Issued 04/11/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/23/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/26/2019

SIE - Securities Industry Essentials Examination

BC

Issued 01/25/2019

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sarah Allene Shipe.
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