Unclaimed
Shaunice Sims is a financial professional with a passion for helping clients achieve their financial goals. Shaunice has been in the financial industry since 2021 and is a registered representative of PFS Investments Inc. Shaunice holds Series 6, 63, 26 and SIE licenses. Shaunice has experience working with a variety of clients, including individuals, families, and businesses.
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
CA
01/09/2023 - Present
PFS Investments Inc. (SIMI VALLEY CA)
CA
06/23/2021 - 12/31/2022
PFS INVESTMENTS INC. (SIMI VALLEY CA)
BC
Issued 07/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/23/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Shaunice Sims is the right advisor for you? Invested Better is here to help.