Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Shivers is a financial advisor registered with PFS Investments Inc. Theresa has been in the financial industry since 2022. Theresa has a Series 63, Series 65 and Series 6TO licenses. Theresa is registered in 6 states. Theresa's firm specializes in providing investment advice and portfolio management to individuals, high-net-worth individuals, charitable organizations, corporations or other businesses.
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
IL
06/05/2024 - Present
PFS Investments Inc. (LOMBARD IL)
IA
Issued 04/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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