Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Elaine Ortega is a financial professional registered with PFS Investments Inc. Sarah has been working in the industry since July 31, 2018. Sarah is licensed in California and holds Series 6, Series 63, and SIE licenses. She specializes in investment company products and variable contracts. Sarah has been with PFS Investments Inc. since August 1, 2018. PFS Investments Inc. is an investment advisory firm that has been in business for many years and specializes in providing investment management services to individuals, corporations, and charitable organizations.
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
08/01/2018 - Present
PFS Investments Inc. (RED OAK TX)
BC
Issued 08/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sarah Ortega is the right advisor for you? Invested Better is here to help.
