Unclaimed
Sandra Lee Frantz is a financial professional with PFS Investments Inc., an investment firm with a strong track record of serving individual and institutional clients. Sandra is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 63, and SIE licenses. Sandra's experience in the financial industry dates back to December 16, 2019. Sandra has a deep understanding of the investment industry and is committed to providing clients with personalized financial advice.
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
PA
12/17/2019 - Present
PFS Investments Inc. (DOYLESTOWN PA)
BC
Issued 03/03/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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