Unclaimed
Sheldon Sylvester is a financial advisor in Kissimmee, Florida and has been in the industry since July 2016. Sheldon is a registered representative of PFS Investments Inc., which is a Registered Investment Advisor (RIA) with offices in Duluth, Georgia. Sheldon is licensed to provide investment advice in Florida and New York. Sheldon has passed the Series 6, Series 63 and SIE exams. His areas of expertise include investments in variable contracts. PFS Investments Inc. specializes in financial planning, portfolio management, and wealth management 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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2
FL
08/01/2016 - Present
PFS Investments Inc. (KISSIMMEE FL)
BC
Issued 10/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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