Unclaimed
Shirley Thomas is a financial professional with experience in the securities industry. Shirley is registered with PFS Investments Inc. and holds Series 6TO, SIE and Series 63 licenses. Shirley's areas of expertise include investment management for individuals.
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
AL
05/10/2023 - Present
PFS Investments Inc. (HOOVER AL)
BC
Issued 08/23/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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