linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Sheree Gaines

PFS Investments Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sheree? Claim Your Profile

About Sheree Gaines

Sheree Gaines is a financial advisor with PFS Investments Inc. based in Macon, Georgia. Sheree has over 19 years of experience in the financial services industry. Sheree holds Series 6, 7, 26, and 63 securities licenses. In addition, Sheree has earned the SIE designation. Sheree Gaines is dedicated to providing personalized financial advice to individuals and families. She specializes in portfolio management.

Firm Information

Sheree Gaines is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sheree Gaines’s Registration & Firm History

GA

08/29/2024 - Present

PFS Investments Inc. (MACON GA)

NC

06/11/2021 - 07/17/2023

INNOVATION PARTNERS LLC (CHARLOTTE NC)

SC

07/29/2020 - 09/24/2020

PFS INVESTMENTS INC. (ROCK HILL SC)

NC

01/24/2017 - 06/13/2019

WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)

NC

08/26/2013 - 05/24/2016

LPL FINANCIAL LLC (CHARLOTTE NC)

NC

02/25/2011 - 06/20/2013

RCH SECURITIES (CHARLOTTE NC)

NC

03/11/2005 - 04/28/2009

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)

PA

06/18/2004 - 03/02/2005

VANGUARD MARKETING CORPORATION (MALVERN PA)

Not sure if Sheree Gaines is right for you?

Licenses & Designations

BC

Issued 04/26/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/06/2021

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 05/13/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sheree Gaines.
Not sure if Sheree Gaines is right for you?