Unclaimed
Sandra Mae McDonald is a financial advisor with over 20 years of experience in the industry. Sandra has a Series 6 and Series 63 license and holds registrations in Maryland, New Jersey, North Carolina, and Virginia. Sandra is currently employed by PFS Investments Inc., a firm with over 3,500 licensed agents and over $8.5 billion in assets under management. PFS Investments Inc. provides a variety of financial services including 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.
1
2
VA
01/30/2004 - Present
PFS Investments Inc. (SPRINGFIELD VA)
BC
Issued 06/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sandra McDonald is the right advisor for you? Invested Better is here to help.