Unclaimed
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.
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
GA
01/25/2019 - Present
PFS Investments Inc. (JEFFERSON GA)
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
Active
Inactive
F
FINRA
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