Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Jo O'Reilly is a financial professional with experience in the industry since January 2007. She has a Series 6, Series 63, and Series 65 license and currently holds an active registration with PFS Investments Inc. as an investment advisor representative in Colorado. Previously, Sandra Jo O'Reilly worked for PFS Investments Inc. in Northglenn, Colorado, where she was also registered as an investment advisor representative. Sandra Jo O'Reilly currently holds registrations in Colorado, Nebraska, and California.
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
CO
01/21/2015 - Present
PFS Investments Inc. (BRIGHTON CO)
CO
01/22/2007 - 04/16/2008
PFS INVESTMENTS INC. (NORTHGLENN CO)
IA
Issued 12/30/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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