Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelby? Claim Your ProfileShelby Christina Smith is a financial advisor registered with PFS Investments Inc. She is also a registered Investment Advisor Representative in California. Shelby's professional experience includes working as a financial advisor for PFS Investments Inc. in several locations. She has a Series 6, Series 26, Series 63 and Series 65 license. Shelby has worked in the financial services industry since October 30, 2016.
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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CA
04/24/2023 - Present
PFS Investments Inc. (CERRITOS CA)
MD
08/03/2015 - 06/02/2016
PFS INVESTMENTS INC. (LUTHERVILLE MD)
IA
Issued 04/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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