Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri Sheridan is a financial advisor registered with PFS Investments Inc. Terri has been in the financial services industry since 2016. Terri specializes in investment company products and variable contracts. Terri is registered with the states of Florida and Georgia.
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
GA
05/27/2016 - Present
PFS Investments Inc. (DANIELSVILLE GA)
BC
Issued 06/08/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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