Unclaimed
Sara Lacar-gonzalez is a financial professional registered with PFS Investments Inc. Sara is based in RICHARDSON, TX and has been in the industry since February 2021. Sara holds a Series 63, Series 6TO and SIE license. Sara is registered in New Jersey, New York, and Ohio.
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
TX
02/18/2021 - Present
PFS Investments Inc. (RICHARDSON TX)
BC
Issued 03/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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