Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Patrick Shepherd has been in the industry since July 2003. Thomas currently works for PFS Investments Inc. with a branch office in SEBASTIAN, FL. Thomas is registered as a Registered Representative in Florida and is also an Investment Adviser Representative in Florida. Thomas has a Series 6, Series 63, Series 65 and Series 26 license. Thomas is also registered to provide investment advice in Florida, New York and Wisconsin. PFS Investments Inc. is a registered investment adviser with approximately $8,461,983,895 in assets under management and 59,808 accounts. PFS Investments Inc. provides portfolio management for individuals.
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
FL
04/14/2014 - Present
PFS Investments Inc. (SEBASTIAN FL)
IA
Issued 11/26/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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