Unclaimed
Shaun Rahim Adams is a financial professional registered with PFS Investments Inc. Shaun has been in the industry for over 4 months and holds the Series 6TO and SIE licenses. Shaun specializes in providing financial advice and portfolio management services.
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
OH
08/05/2024 - Present
PFS Investments Inc. (DUBLIN OH)
BC
Issued 08/05/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/05/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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