Unclaimed
Shirley Ann Kellenberger is a financial professional with over 30 years of experience in the investment industry. Shirley is a registered representative of PFS Investments Inc. and has been associated with the firm since October 1987. Shirley also has a Series 26 license and has been active as an investment advisor representative since December 2013.
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
SD
12/05/2013 - Present
PFS Investments Inc. (SIOUX FALLS SD)
BC
Issued 01/20/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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