Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Nicole Coolbaugh is a financial advisor with PFS Investments Inc. Sarah Nicole Coolbaugh has been in the financial services industry for over 4 years. Sarah Nicole Coolbaugh has a Series 63 and Series 65 license and is registered in several states. Sarah Nicole Coolbaugh specializes in providing financial planning and portfolio management for individuals. Sarah Nicole Coolbaugh also provides investment-related products for companies affiliated with PFS Investments Inc.
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
11/10/2023 - Present
PFS Investments Inc. (READING PA)
PA
10/10/2019 - 12/31/2021
PFS INVESTMENTS INC. (READING PA)
IA
Issued 10/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/10/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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