Unclaimed
Sandra Lynn Vermeer is a financial professional with over 20 years of experience in the industry. Sandra is a registered representative with PFS Investments Inc. and is licensed to offer securities and investment advice in Iowa. Sandra holds Series 6, 26, and 63 licenses and has passed the SIE exam. Sandra's primary focus is portfolio management for individuals.
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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IA
11/14/2001 - Present
PFS Investments Inc. (BETTENDORF IA)
BC
Issued 11/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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