Unclaimed
Brent Martin is a financial advisor with PFS Investments Inc., a registered investment advisor with a main office in Duluth, Georgia. Brent has been in the financial industry since 2015. Brent is licensed in Indiana and Kentucky as a Registered Representative (Series 63) and Investment Advisor Representative (Series 65). Brent also holds the Securities Industry Essentials (SIE) and Series 6 exams. Brent primarily provides investment advisory services to individuals and holds the Series 6 designation. Brent is a licensed financial professional who can help you meet your financial goals.
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
FL
04/24/2023 - Present
PFS Investments Inc. (SARASOTA FL)
IA
Issued 03/24/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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