Unclaimed
Thomas Shearer is a financial advisor with PFS Investments Inc. Thomas has been in the financial services industry for over 20 years. Thomas is registered with the state of Pennsylvania and holds the Series 6, Series 63 and SIE licenses. Thomas specializes in portfolio management for individuals and has been with PFS Investments Inc. since 2000.
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.
1
2
PA
09/27/2000 - Present
PFS Investments Inc. (N. HUNTINGDON PA)
BC
Issued 04/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Shearer is the right advisor for you? Invested Better is here to help.