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Shari Guirao

PFS Investments Inc.

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About Shari Guirao

Shari Guirao is a financial advisor with over 10 years of experience in the financial services industry. Shari is currently registered with PFS Investments Inc. in New York. Shari holds the Series 6, Series 26, and Series 63 licenses. Shari is a financial professional who provides advice and services to both individuals and corporations. Shari's goal is to help clients achieve their financial goals.

Firm Information

Shari Guirao is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Shari Guirao’s Registration & Firm History

NY

01/23/2020 - Present

PFS Investments Inc. (BELLEROSE NY)

NY

11/27/2013 - 12/31/2019

PFS INVESTMENTS INC. (JACKSON HEIGHTS NY)

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Licenses & Designations

BC

Issued 04/10/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/27/2019

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/27/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shari Guirao.
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