Unclaimed
Andy Sanchez is a registered representative and investment advisor representative with PFS Investments Inc. Andy has been in the financial industry for more than 5 years, working in the Rockville, MD area. Andy has passed several exams including the Series 6, Series 63 and Series 26. Andy is registered in the District of Columbia, Maryland and Virginia.
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
MD
05/16/2019 - Present
PFS Investments Inc. (ROCKVILLE MD)
BC
Issued 03/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/16/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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