Unclaimed
Sandra Wilson is a licensed financial advisor with PFS Investments Inc. Sandra has been in the financial industry since October 2021. Sandra is registered with the state of Utah and holds the Series 63, 6TO, and SIE licenses. Sandra works out of the Layton, UT office.
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
UT
10/20/2021 - Present
PFS Investments Inc. (LAYTON UT)
BC
Issued 01/27/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Sandra Wilson is the right advisor for you? Invested Better is here to help.