Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shara? Claim Your ProfileShara Quan is a financial professional registered with PFS Investments Inc. and is based in Houston, TX. Shara's specializations include Series 6. She has been in the industry since March 12, 2015, and has experience working with individuals. PFS Investments Inc. is a well-established firm with a strong reputation in the financial services industry. Shara Quan is dedicated to providing her clients with personalized financial advice and guidance.
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
TX
03/13/2015 - Present
PFS Investments Inc. (HOUSTON TX)
BC
Issued 05/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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