Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Elaine Sutton is an investment advisor representative who has been active in the industry since 2020. She holds a Series 63 license and the Investment Company Products/Variable Contracts Principal Examination (Series 26). Sheila is currently registered with PFS Investments Inc. and has worked with the firm since 2021. Sheila provides portfolio management services for individuals.
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
01/03/2023 - Present
PFS Investments Inc. (HOUSTON TX)
TX
04/27/2021 - 12/31/2022
PFS INVESTMENTS INC. (HOUSTON TX)
BC
Issued 05/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/27/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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