Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Fasolino is a financial advisor with PFS Investments Inc. Sara is registered with the state of California and Washington and has her Series 63, Series 6TO, and SIE licenses. Sara has over 2 years of experience in the industry and has a demonstrated commitment to providing clients with the best possible financial advice. Sara's expertise includes 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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CA
05/31/2024 - Present
PFS Investments Inc. (SAN DIEGO CA)
BC
Issued 07/25/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/22/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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