Unclaimed
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.
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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2
NY
01/23/2020 - Present
PFS Investments Inc. (BELLEROSE NY)
NY
11/27/2013 - 12/31/2019
PFS INVESTMENTS INC. (JACKSON HEIGHTS NY)
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
Active
Inactive
F
FINRA
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