Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shanika? Claim Your ProfileShanika Alfreda Santos is a financial professional with over 20 years of experience in the industry. Santos is currently registered with PFS Investments Inc. and holds Series 6, 26 and 63 licenses, as well as the SIE. Santos has a proven track record of providing personalized financial advice and portfolio management services to a diverse clientele, including individuals, high-net-worth individuals, and corporations. Santos's previous experience with PFS Investments Inc. was in Duluth, GA. Santos is committed to helping clients achieve their financial goals and is dedicated to providing exceptional service and support.
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
01/30/2006 - Present
PFS Investments Inc. (SACRAMENTO CA)
GA
12/11/2000 - 12/31/2005
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 10/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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