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Ricardo Sanchez

PFS Investments Inc.

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About Ricardo Sanchez

Ricardo Sanchez is a financial professional with over 30 years of experience in the financial services industry. Ricardo is currently registered with PFS Investments Inc. and has a Series 7, Series 63, Series 26 and Series 6TO license. Previously, Ricardo has worked for firms like WM Financial Services, Inc., NationsBanc Investments, Inc. and First Union Brokerage Services, Inc. Ricardo is based in Miami, FL and specializes in investment management for individuals.

Firm Information

Ricardo Sanchez is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ricardo Sanchez’s Registration & Firm History

FL

08/30/2000 - Present

PFS Investments Inc. (MIAMI FL)

CA

09/10/1998 - 07/25/2000

WM FINANCIAL SERVICES, INC. (IRVINE CA)

MA

01/01/1998 - 10/02/1998

NATIONSBANC INVESTMENTS, INC. (BOSTON MA)

NA

10/14/1997 - 01/01/1998

NATIONSSECURITIES

NC

08/25/1994 - 09/18/1997

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

CA

05/19/1993 - 08/23/1994

GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)

NY

05/11/1993 - 05/24/1993

GKN SECURITIES CORP. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/02/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/11/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/10/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 6 public disclosures for Ricardo Sanchez. Review regulatory record here.
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