Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shinji? Claim Your ProfileShinji Takeshita has been an active investment professional for over 30 years. Shinji is currently registered as a registered representative with PFS Investments Inc. and has an office located in Torrance, California. Shinji is also registered as an Investment Advisor Representative in California and Texas. Shinji specializes in portfolio management for individuals. Shinji also provides services for individuals, corporations, and charitable organizations.
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
06/14/2021 - Present
PFS Investments Inc. (TORRANCE CA)
IA
Issued 02/03/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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