Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Surrey-davidson is a financial advisor at PFS Investments Inc., working in the TAMPA, FL office. Sandra is a licensed and registered professional with a strong background in the industry, having worked in the financial services industry since 2003. Sandra has achieved various licenses and certifications including Series 6, 26 and 63, along with the SIE. Currently, Sandra provides investment advice to clients in the state of Georgia.
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
FL
06/25/2024 - Present
PFS Investments Inc. (TAMPA FL)
FL
03/06/2019 - 12/31/2022
PFS INVESTMENTS INC. (TAMPA FL)
FL
11/16/2001 - 12/31/2018
PFS INVESTMENTS INC. (TAMPA FL)
BC
Issued 06/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sandra Surrey-davidson is the right advisor for you? Invested Better is here to help.
