Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Patricia Woolery is a registered representative with PFS Investments Inc. Shannon has been in the financial services industry since 2014 and has experience in various aspects of financial planning and investment advising. Shannon is registered in multiple states and holds the Series 6, Series 26, and Series 63 licenses. Shannon also has experience in sales of investment-related products for companies affiliated with PFS Investments Inc., as well as for Primerica Mortgage, LLC.
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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NY
08/03/2021 - Present
PFS Investments Inc. (New Rochelle NY)
BC
Issued 11/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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