Unclaimed
Sarai Gonzalez is a financial professional registered with the state of New York and PFS Investments Inc. Sarai is Series 63, Series 6TO and SIE licensed and has been in the industry since February 2024. Sarai's firm is PFS Investments Inc., which is headquartered in Duluth, Georgia. PFS Investments Inc. has been in business since 1986 and manages over $8.5 billion in assets for 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.
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2
NY
02/08/2024 - Present
PFS Investments Inc. (NEW YORK NY)
BC
Issued 05/02/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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