Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shirley? Claim Your ProfileShirley Walters is a registered representative with PFS Investments Inc. located in Knoxville, Tennessee. Shirley has been in the industry since July 14, 1986. Shirley has earned licenses in Series 6, Series 26 and Series 63. Shirley holds a Series 6 license to offer variable contracts and other investment company products. Shirley also has her Series 26 license which authorizes her to supervise investment company and variable contract products. Shirley is licensed in Georgia, North Carolina, Tennessee and Virginia.
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
TN
07/15/1986 - Present
PFS Investments Inc. (KNOXVILLE TN)
BC
Issued 07/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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