Unclaimed
Sandra Nicole Jackson is an investment professional with over 2 years of experience in the financial services industry. Sandra is currently registered with PFS Investments Inc. in Phoenix, Arizona. She is a Series 63, Series 6TO and Series 26 licensed professional, holding a Series 63 and Series 26 license. Her areas of expertise include portfolio management for individuals, and she has extensive experience working with high-net-worth individuals, charitable organizations, and corporations. She is committed to providing comprehensive financial guidance and personalized investment strategies to help clients reach their financial goals.
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
08/29/2022 - Present
PFS Investments Inc. (PHOENIX AZ)
BC
Issued 10/01/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/27/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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