Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shunna? Claim Your ProfileShunna McBroom is a financial advisor with PFS Investments Inc. Shunna has been in the financial services industry since 2007 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and other businesses. Shunna is registered with FINRA and holds the Series 6 and SIE licenses.
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
02/05/2023 - Present
PFS Investments Inc. (MOUNT JULIET TN)
TN
02/17/2020 - 12/31/2022
PFS INVESTMENTS INC. (MOUNT JULIET TN)
TN
05/05/2017 - 12/31/2019
PFS INVESTMENTS INC. (MOUNT JULIET TN)
TN
01/25/2012 - 12/31/2016
PFS INVESTMENTS INC. (MOUNT JULIET TN)
TN
08/19/2008 - 12/31/2011
PFS INVESTMENTS INC. (MOUNT JULIET TN)
MA
05/05/2000 - 04/18/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/05/2000 - 04/18/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 08/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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