Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shenna? Claim Your ProfileShenna Moquete is a financial advisor registered with PFS Investments Inc. Shenna has been active in the securities industry since February 2016. Shenna holds Series 6, Series 63, and SIE licenses. Shenna is registered to provide investment advice in 14 states. Shenna is a representative of PFS Investments Inc. and specializes in investment company products. PFS Investments Inc. has 3510 licensed agents, 3515 investment advisor representatives, and 3582 registered representatives. PFS Investments Inc. manages approximately $8.46 billion in assets and has over 59,800 client accounts.
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
02/24/2016 - Present
PFS Investments Inc. (DUBLIN CA)
BC
Issued 11/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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