Unclaimed
Sowjanya Sritharasarma is a registered representative with PFS Investments Inc. Sowjanya is licensed in New York. Sowjanya has been in the financial industry since 2022. PFS Investments Inc. is a Registered Investment Advisor with the SEC. PFS Investments Inc. provides financial services to high-net-worth individuals, corporations, and individuals other than high-net-worth.
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
NY
05/28/2024 - Present
PFS Investments Inc. (Rego Park NY)
BC
Issued 06/20/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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