Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Patrick Means is a financial advisor at PFS Investments Inc. based in Lake Worth, FL. Shawn has been working in the financial services industry since 2015 and has a broad range of experience. Shawn holds the Series 6, 7, 63, and SIE licenses and has a strong focus on providing personalized financial advice and investment management services. PFS Investments Inc. offers a variety of financial products and services, including investment management, retirement planning, and estate planning.
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
FL
04/23/2024 - Present
PFS Investments Inc. (LAKE WORTH FL)
FL
08/03/2020 - 02/24/2021
PFS INVESTMENTS INC. (LAKE WORTH FL)
FL
03/29/2017 - 02/12/2019
DAVID LERNER ASSOCIATES, INC. (BOCA RATON FL)
FL
07/15/2015 - 03/22/2017
PFS INVESTMENTS INC. (BOYNTON BEACH FL)
BC
Issued 06/13/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/22/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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