Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheri? Claim Your ProfileSheri Sova is a financial professional with over 12 years of experience in the financial services industry. Sheri is registered with PFS Investments Inc. and holds the Series 6, Series 63, and SIE licenses. Sheri is also registered in several states, including Florida, Arizona, California, Indiana, Michigan, Nevada, and North Carolina. Sheri specializes in portfolio management for individuals and offers a range of services, including investment management, financial planning, and retirement planning.
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
FL
10/15/2010 - Present
PFS Investments Inc. (LAKE WORTH FL)
BC
Issued 04/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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