Unclaimed
Shahram Makanvand is a registered representative with PFS Investments Inc. Shahram has been in the industry since 1994 and is licensed in several states, including California, Arkansas, Massachusetts, Nevada, New Mexico, Texas, and Utah. Shahram specializes in investment company products and variable contracts. Shahram has also passed the Series 6, Series 26, and Series 63 exams.
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
CA
05/16/1994 - Present
PFS Investments Inc. (PASADENA CA)
BC
Issued 04/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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