Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Martins is a registered investment advisor representative with PFS Investments Inc. Carlos has been in the securities industry since May 2005. Carlos is registered to provide investment advice in Connecticut, Florida, Georgia, Maine, Massachusetts, New York, Rhode Island and Texas. Carlos has passed the Series 6, Series 63, Series 26 and Series 65 exams. Carlos also holds a Securities Industry Essentials (SIE) exam. Carlos provides portfolio management for individuals.
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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RI
01/06/2022 - Present
PFS Investments Inc. (LINCOLN RI)
IA
Issued 01/24/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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