Unclaimed
Sarah M. Pritchett is a registered representative with PFS Investments Inc. Sarah has been in the industry since March 24, 2010 and holds the Series 6, Series 63 and SIE licenses. Sarah's firm has approximately 8.5 Billion dollars in assets under management, including clients in charitable organizations, high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. Sarah's firm provides portfolio management for 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.
1
2
IN
03/24/2010 - Present
PFS Investments Inc. (MERRILLVILLE IN)
BC
Issued 07/16/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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