Invested Better
Unclaimed

Unclaimed

Unclaimed

Shaun Allen Weideman

PFS Investments Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Shaun? Claim Your Profile

About Shaun Allen Weideman

Shaun Weideman is an investment advisor representative with PFS Investments Inc. Shaun is registered with FINRA and is a registered investment advisor representative in the state of Georgia. Shaun has been in the industry since January 2019. Shaun specializes in portfolio management for individuals.

Firm Information

Shaun Weideman 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.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Shaun Weideman’s Registration & Firm History

GA

01/22/2019 - Present

PFS Investments Inc. (DULUTH GA)

Not sure if Shaun Allen Weideman is right for you?

Licenses & Designations

BC

Issued 02/13/2019

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/22/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/02/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Shaun Allen Weideman. Review regulatory record here.
Not sure if Shaun Allen Weideman is right for you?