Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shana? Claim Your ProfileShana A. Smith is an investment advisor at PFS Investments Inc. Shana is a Series 63, Series 6TO and SIE licensed financial professional. Shana's clients primarily include individuals (other than high net worth individuals), corporations, and charitable organizations. Shana has been a registered representative in Illinois since August 2024. Shana has experience advising clients on a wide range of investment products and services.
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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IL
05/31/2024 - Present
PFS Investments Inc. (CHICAGO IL)
BC
Issued 08/20/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/29/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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