Unclaimed
Shane William Fields is an Investment Advisor Representative who is registered with PFS Investments Inc.. Shane has been in the financial services industry since 2001. Shane is licensed to provide investment advice in Colorado, Florida, Georgia, Kansas, Minnesota, Wisconsin and Wyoming. Shane also offers investment-related products for companies affiliated with PFS Investments Inc.. Shane may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home-related 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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2
MN
12/05/2013 - Present
PFS Investments Inc. (ANOKA MN)
BC
Issued 06/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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