Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Ann Bulman is an investment advisor representative at PFS Investments Inc. Sara has been in the financial industry since July 17, 2011. Sara is registered with the state of Iowa and has held a Series 63 license since July 29, 2011. Sara also holds a Series 65 license, which she obtained on January 3, 2013. In addition to her Series 63 and 65 licenses, Sara has also passed the Series 26, Series 6, and SIE exams. Sara's other business interests include Bulman & Associates, Inc., which is a Primerica business. Sara is also a volunteer board member for Opportunity Homes.
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
IA
01/17/2013 - Present
PFS Investments Inc. (DECORAH IA)
IA
Issued 01/03/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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