Unclaimed
Sarah Elizabeth How is a licensed and registered financial professional with PFS Investments Inc. based in Duluth, Georgia. Sarah has over 10 years of experience in the industry, having worked previously in Alpharetta and Duluth, GA. Sarah specializes in providing financial advice and portfolio management services to 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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2
GA
03/03/2022 - Present
PFS Investments Inc. (DULUTH GA)
GA
02/13/2020 - 12/31/2021
PFS INVESTMENTS INC. (ALPHARETTA GA)
GA
08/21/2013 - 05/22/2018
PFS INVESTMENTS INC. (DULUTH GA)
GA
12/02/2008 - 09/07/2011
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 06/29/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2015
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/12/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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