linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Carlo Andrew Sanchez

PFS Investments Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Carlo? Claim Your Profile

About Carlo Andrew Sanchez

Carlo Andrew Sanchez is an investment advisor representative with PFS Investments Inc. Carlo has been working in the industry since 1983. Carlo has a Series 6, 26 and 63 license and is registered in California, Colorado, Florida, New Mexico and New York. Carlo also has a Series 65 license and is registered in New Mexico as an Investment Advisor Representative. Carlo is also registered with FINRA as a registered representative and a principal. Carlo specializes in investment company products and variable contracts. Carlo may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services.

Firm Information

Carlo Sanchez is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Carlo Sanchez’s Registration & Firm History

NM

08/26/2011 - Present

PFS Investments Inc. (ALBUQUERQUE NM)

Not sure if Carlo Andrew Sanchez is right for you?

Licenses & Designations

IA

Issued 04/27/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/04/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/06/1996

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carlo Andrew Sanchez.
Not sure if Carlo Andrew Sanchez is right for you?