Unclaimed
Josefina Manuel Sanchez is a registered representative with PFS Investments Inc. based in BALTIMORE, MD. Josefina has been in the financial industry since January 3, 1988. The firm has a main office in DULUTH, GA. Josefina is registered with the state of Maryland as well as California, Pennsylvania, Texas 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
01/24/2025 - Present
PFS Investments Inc. (BALTIMORE MD)
IA
Issued 07/03/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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