Unclaimed
Shannon Gage Whittington is a financial advisor registered with PFS Investments Inc. based in Overland Park, KS. Shannon is a Series 6TO and SIE licensed professional. Shannon provides financial planning and portfolio management for individuals.
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.
1
2
KS
07/13/2024 - Present
PFS Investments Inc. (OVERLAND PARK KS)
BC
Issued 07/13/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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