Unclaimed
Sara Ramadan is a registered investment advisor representative with PFS Investments Inc. Sara is licensed to provide investment advice in Texas, California, Colorado, Idaho, Oklahoma, and several other states. Sara Ramadan has been in the securities industry since May 2003, and is also registered as a broker-dealer with PFS Investments Inc. in Texas. Sara Ramadan is affiliated with Primerica Financial Services as well as several other companies including DealerSocket and Artisan Design Group.
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.
1
2
TX
07/08/2013 - Present
PFS Investments Inc. (DALLAS TX)
IA
Issued 05/28/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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