Unclaimed
Apolone Martinez Cortez is a registered representative with PFS Investments Inc., and has been in the industry since March 9, 1994. Apolone Cortez is licensed in Arizona and California. Apolone Cortez holds Series 6, Series 63 and SIE licenses. Apolone Cortez specializes in investment company products and variable contracts. The branch office for PFS Investments Inc. where Apolone Cortez is located is 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.
1
2
CA
03/10/1994 - Present
PFS Investments Inc. (TEMECULA CA)
BC
Issued 07/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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