Unclaimed
Sandra Gonzalez is an investment advisor representative with PFS Investments Inc. Sandra has been in the financial services industry since January 19, 2002. Sandra works out of PFS Investments Inc.'s Tarrytown, NY branch office. Sandra provides investment advice to individuals, corporations, and charitable organizations. She offers a wide range of financial services, including portfolio management, financial planning, and insurance. Sandra has passed the SIE, Series 6, and Series 63 exams. She is registered with the state of New York, as well as California, Connecticut, Florida, New Jersey, 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.
1
2
NY
08/03/2021 - Present
PFS Investments Inc. (TARRYTOWN NY)
NY
11/23/2001 - 11/14/2016
PFS INVESTMENTS INC. (WHITE PLAINS NY)
BC
Issued 03/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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