Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sonja? Claim Your ProfileSonja Shuler is a registered representative with PFS Investments Inc. Sonja has been in the industry since 1996 and is licensed in multiple states. She has a strong track record of success in providing financial advice and portfolio management to a variety of clients, including individuals, families, and businesses. Sonja is committed to helping her clients achieve their financial goals.
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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SC
03/13/2014 - Present
PFS Investments Inc. (ROCK HILL SC)
SC
06/09/1995 - 08/09/2013
PFS INVESTMENTS INC. (COLUMBIA SC)
BC
Issued 09/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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