Unclaimed
Sherry Lynne Rager is a registered representative with PFS Investments Inc. with over 20 years of experience in the financial services industry. Sherry has a Series 6 and Series 63 license and is licensed to offer securities and advisory services in California, Georgia, Nevada, and Virginia. Sherry is currently located at the PFS Investments Inc. branch office in Temecula, California.
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
CA
01/07/2010 - Present
PFS Investments Inc. (TEMECULA CA)
CA
08/16/1999 - 12/31/2009
PFS INVESTMENTS INC. (TEMECULA CA)
BC
Issued 07/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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