Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Dowds Schindel is a financial professional with over 18 years of experience in the financial services industry. Susan currently works for PFS Investments Inc., and is registered with the state of Texas as a broker. She is also licensed to sell securities. Her areas of expertise include investment company products/variable contracts. Susan has passed several exams, including the Series 6, Series 26, and Series 63. Susan is based in San Antonio, Texas and has been working with clients since 2004. Susan and PFS Investments Inc. are focused on providing financial planning and portfolio management services for individual investors.
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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TX
01/03/2022 - Present
PFS Investments Inc. (SAN ANTONIO TX)
TX
05/13/2004 - 12/31/2021
PFS INVESTMENTS INC. (SAN ANTONIO TX)
BC
Issued 04/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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