Unclaimed
Sheila Ivette Highsmith is a financial professional with over 20 years of experience in the industry. Sheila is registered with PFS Investments Inc. in Delaware, Florida, Maryland, New Jersey, North Carolina, Pennsylvania, and Virginia. She holds Series 6, 26, and 63 licenses as well as the SIE exam. She is a dedicated advisor who provides financial planning and portfolio management services to individuals, corporations, and charitable organizations.
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
DE
10/27/2000 - Present
PFS Investments Inc. (NEWARK DE)
BC
Issued 01/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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