Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Savannah? Claim Your ProfileSavannah Michael Shepard is a registered representative and investment advisor representative with PFS Investments Inc., a firm with a long history of providing investment advice and services to individuals, corporations, and charitable organizations. Savannah has been in the financial services industry since 2015 and is licensed to provide investment advice in a number of states. Savannah holds the Series 6, Series 26 and Series 63 licenses and is also a SIE exam holder.
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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CA
10/05/2017 - Present
PFS Investments Inc. (BURBANK CA)
CA
07/06/2015 - 06/13/2016
PFS INVESTMENTS INC. (ONTARIO CA)
BC
Issued 10/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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