Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Reid is an investment advisor representative at PFS Investments Inc. Sara joined PFS Investments Inc. in March 2020. Before joining PFS Investments Inc., Sara was an investment advisor representative at Lincoln Financial Advisors Corporation, Wells Fargo Advisors, LLC, and Citigroup Global Markets Inc. Sara has over 15 years of experience in the financial services industry.
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
PA
03/18/2020 - Present
PFS Investments Inc. (EAST STROUDSBURG PA)
NY
07/14/2015 - 04/30/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (NEW YORK NY)
NJ
11/04/2011 - 07/17/2013
WELLS FARGO ADVISORS, LLC (ROCKAWAY NJ)
NY
03/11/2011 - 10/11/2011
PFS INVESTMENTS INC. (REGO PARK NY)
NY
07/23/2007 - 05/26/2009
CITIGROUP GLOBAL MARKETS INC. (JERICHO NY)
NY
04/05/2006 - 01/04/2007
HSBC SECURITIES (USA) INC. (BROOKLYN NY)
GA
10/14/2003 - 02/10/2006
PFS INVESTMENTS INC. (DULUTH GA)
TX
09/17/2002 - 07/11/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
08/01/2001 - 07/31/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/01/2001 - 07/31/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
01/24/2000 - 03/28/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 12/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 01/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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