Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Kowone Merritt is an investment advisor representative registered with PFS Investments Inc. Shannon is licensed to provide investment advice in California, Delaware, Florida, Georgia, Maryland, New York, North Carolina, South Carolina, Texas and Virginia. Shannon has been in the financial industry since June 17, 2020. Shannon has passed the Series 63, Series 26 and the Series 6TO 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.
1
2
SC
06/18/2020 - Present
PFS Investments Inc. (Columbia SC)
BC
Issued 06/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/18/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Shannon Merritt is the right advisor for you? Invested Better is here to help.
