Unclaimed
Sarah Richardson is a financial professional registered with PFS Investments Inc. in Colorado Springs, CO. Sarah holds the Series 6TO and SIE licenses, having passed those exams in April 2024 and January 2024, respectively. She specializes in investment products and variable contracts and has been active in the financial industry since April 2024.
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
CO
04/24/2024 - Present
PFS Investments Inc. (COLORADO SPRINGS CO)
BC
Issued 04/24/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/22/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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