Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn McLeod is a financial advisor with PFS Investments Inc. Shawn has been in the industry since August 2020 and is licensed to provide financial advice in several states. Shawn is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6TO, Series 26, and Series 63 licenses. Shawn is committed to helping clients achieve their financial goals and has a strong understanding of investment products and 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.
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TX
08/07/2020 - Present
PFS Investments Inc. (HOUSTON TX)
BC
Issued 11/25/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/07/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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