Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felix? Claim Your ProfileFelix Sanchez is a financial advisor with PFS Investments Inc., working in the financial industry since January 29, 2010. Felix is registered with both FINRA and the state of New York and has a total of 11 licenses in the following states: California, Florida, Georgia, New Jersey, New York, North Carolina, Pennsylvania and Texas. Felix has also passed the following exams: Series 6, Series 26, Series 63, and SIE. Felix specializes in providing investment advisory services to both individuals and businesses. In addition to his financial advisory practice, Felix also works as a driver for Uber.
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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NY
07/29/2024 - Present
PFS Investments Inc. (NEW YORK NY)
GA
06/04/2001 - 12/31/2004
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 10/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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