Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shirley? Claim Your ProfileShirley Clawson is a financial advisor with PFS Investments Inc. Shirley has been in the financial services industry for over 20 years, and has a proven track record of helping clients achieve their financial goals. Shirley is a registered representative with FINRA, and is licensed in both California and Idaho. Shirley is also a Series 6, 26, and 63 licensed representative. Shirley offers a variety of financial services, including portfolio management, financial planning, and retirement planning.
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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ID
01/04/2008 - Present
PFS Investments Inc. (REXBURG ID)
GA
08/24/1998 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 08/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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