Unclaimed
Sandra Elizabeth Mosley is a financial professional with over 20 years of experience in the financial services industry. Sandra is a registered representative with PFS Investments Inc. and holds Series 6 and 63 licenses, along with the SIE designation. Her expertise includes investment company products, variable contracts, and general securities. Sandra is committed to providing personalized financial advice and guidance to her clients. She focuses on building long-term relationships based on trust, transparency, and a deep understanding of individual 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.
1
2
IN
06/04/2001 - Present
PFS Investments Inc. (MERRILLVILLE IN)
BC
Issued 05/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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