Unclaimed
Sheldon Jean-baptiste is a financial professional with extensive experience in the investment industry. Sheldon has been a registered representative with PFS Investments Inc. since 2012, specializing in investment company products and variable contracts. Sheldon holds several industry certifications, including Series 6, Series 26, and Series 63 licenses. Sheldon has been providing financial guidance and investment management to individuals and businesses throughout their career.
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.
1
2
NY
04/24/2012 - Present
PFS Investments Inc. (BROOKLYN NY)
NY
04/05/2011 - 12/31/2011
PFS INVESTMENTS INC. (BROOKLYN NY)
BC
Issued 05/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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