Unclaimed
Shara Michelle Archuleta is a registered representative with PFS Investments Inc., a firm that provides investment advice and portfolio management services. Shara has been in the financial industry since 2014. Shara holds the Series 6 and Securities Industry Essentials (SIE) licenses. Shara is registered in Colorado. Shara is located at 1404 N MAIN ST, SUITE 202-B in Meridian, ID.
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
ID
08/20/2014 - Present
PFS Investments Inc. (MERIDIAN ID)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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