Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheri? Claim Your ProfileSheri Humphrey-apodaca is a registered investment advisor representative with PFS Investments Inc. Her firm, PFS Investments Inc., specializes in providing investment advisory services to individuals. Sheri has been in the financial industry since December 2013. She holds the Series 6, Series 63, and Series 65 licenses. Sheri is also a registered representative in the state of California. Her experience includes working for PRIMERICA FINANCIAL SERVICES and CARAT. Sheri's commitment to her clients is reflected in her approach to providing personalized financial advice and guidance.
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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CA
01/28/2015 - Present
PFS Investments Inc. (BURBANK CA)
IA
Issued 01/03/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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