Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isabel? Claim Your ProfileIsabel Sauceda is a financial professional with over 20 years of experience in the financial services industry. Isabel currently works for PFS Investments Inc. in San Antonio, Texas, where she is registered to provide investment advice and sell securities. Previously, Isabel worked for PFS Investments Inc. in Duluth, Georgia. Isabel holds a Series 6, Series 26, and Series 63 license. Isabel is a dedicated professional who is committed to helping clients reach their financial goals.
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
TX
05/04/2006 - Present
PFS Investments Inc. (SAN ANTONIO TX)
GA
10/06/2002 - 12/31/2005
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 04/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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