Unclaimed
Sandra Santana is a financial professional with over 12 years of experience in the industry. Sandra is currently registered with PFS Investments Inc. as a Registered Representative in the Peoria, Arizona office. Sandra holds a Series 6, 26 and 63 license. Sandra is a licensed advisor in 16 states and has been an active broker in the state of Arizona since 2010. Sandra has experience working with high-net-worth individuals, corporations and other businesses. Sandra is a valuable resource for those looking for investment guidance.
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
09/02/2015 - Present
PFS Investments Inc. (PEORIA AZ)
AZ
09/27/2010 - 02/27/2014
PFS INVESTMENTS INC. (AVONDALE AZ)
BC
Issued 02/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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