Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Gutierrez is a financial advisor with PFS Investments Inc. based in Katy, Texas. Sara has been in the financial services industry since 2000 and has a strong track record of providing clients with personalized financial advice. Sara holds Series 6, 26, and 63 licenses and is registered to conduct business in California and Texas. Sara 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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TX
01/19/2010 - Present
PFS Investments Inc. (KATY TX)
CA
08/11/2000 - 12/31/2009
PFS INVESTMENTS INC. (TORRANCE CA)
BC
Issued 08/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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