Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Fontana is a financial advisor who has been in the industry since April 2015. She is registered with PFS Investments Inc., which has a primary office in Duluth, GA. Sara currently works out of the Houston, TX branch office of PFS Investments Inc. She has passed the Securities Industry Essentials (SIE), Series 6, and Series 63 exams and holds registrations in the state of Texas.
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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TX
04/29/2015 - Present
PFS Investments Inc. (HOUSTON TX)
BC
Issued 05/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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