Unclaimed
Sandra L. Martin is a financial advisor with PFS Investments Inc., where she has been working since 2016. Her expertise lies in providing personalized financial advice and portfolio management services to individuals. Sandra has a strong understanding of the financial markets and is committed to helping her clients achieve their financial goals. She holds Series 7 and Series 66 licenses as well as the SIE designation. With her experience and qualifications, Sandra is dedicated to offering comprehensive financial solutions tailored to the unique needs of each individual.
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
AZ
08/19/2020 - Present
PFS Investments Inc. (PHOENIX AZ)
AZ
08/08/2016 - 11/28/2018
PFS INVESTMENTS INC. (PHOENIX AZ)
AZ
04/23/2013 - 04/25/2014
PFS INVESTMENTS INC. (PHOENIX AZ)
AZ
07/28/2010 - 04/01/2011
EDWARD JONES (PHOENIX AZ)
BOTH
Issued 08/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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