Unclaimed
Max Sanchez is a financial advisor with PFS Investments Inc. Max has been in the financial services industry since 2011 and has a broad range of experience in the industry. Max is registered in 25 states and is a licensed representative of PFS Investments Inc. Max is able to offer investment advisory services to individuals and has over $8.4 billion in assets under management. Max is a Series 6, Series 26, and Series 63 licensed representative of PFS Investments Inc. Max is an experienced financial professional and is committed to providing his clients with the highest level of service.
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.
1
2
FL
01/30/2013 - Present
PFS Investments Inc. (MIAMI LAKES FL)
FL
08/05/2011 - 12/31/2012
PFS INVESTMENTS INC. (MIAMI LAKES FL)
BC
Issued 06/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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