Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheryl? Claim Your ProfileSheryl Fielder is a registered representative with PFS Investments Inc. and has been in the industry since September 2005. Sheryl is licensed in multiple states and has a strong background in investment products and services. Her firm specializes in providing comprehensive financial planning and portfolio management for individuals, businesses, 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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CA
05/02/2014 - Present
PFS Investments Inc. (MISSION VIEJO CA)
IA
Issued 12/05/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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