Unclaimed
Sandrea Sergeant-reubel is a registered representative with PFS Investments Inc. Sandrea has been in the industry since March 2008. Sandrea holds several licenses including Series 6, Series 63, SIE, and Series 26. Sandrea is licensed to sell securities in Florida and Georgia. Sandrea specializes in 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.
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2
GA
03/19/2008 - Present
PFS Investments Inc. (LAWRENCEVILLE GA)
BC
Issued 05/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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