Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josefina? Claim Your ProfileJosefina Lissett Sanchez is a financial professional with PFS Investments Inc., a registered investment advisor. Josefina has a Series 63 license, a Series 6TO license, and a SIE license. She is currently registered with the state of California and New Jersey. Josefina is dedicated to providing investment advice and portfolio management services to 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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NJ
03/11/2024 - Present
PFS Investments Inc. (MAHWAH NJ)
BC
Issued 05/13/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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