Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Perez Bentley is a financial professional with over 15 years of experience in the industry. Sandra has worked at PFS Investments Inc. since 2018. Sandra is licensed to provide investment advice and securities transactions in California and Washington. Sandra holds Series 6, 26, and 63 licenses and the SIE exam. PFS Investments Inc. is a financial services firm that offers a range of investment products and services to individuals, businesses, and institutions. The firm has a strong commitment to providing personalized financial advice and guidance to its clients. The firm's mission is to help its clients achieve their financial goals. PFS Investments Inc. has a team of experienced financial professionals who are dedicated to providing their clients with the highest level of service. If you're looking for a financial professional who can help you achieve your financial goals, Sandra may be the right person for you.
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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CA
01/13/2020 - Present
PFS Investments Inc. (SAN DIEGO CA)
CA
02/12/2019 - 12/31/2019
PFS INVESTMENTS INC. (SAN DIEGO CA)
CA
01/26/2018 - 12/31/2018
PFS INVESTMENTS INC. (SAN DIEGO CA)
CA
01/19/2016 - 12/31/2017
PFS INVESTMENTS INC. (SAN DIEGO CA)
GA
04/12/2002 - 07/16/2002
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
06/09/1999 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 03/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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