Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Martinez is a registered representative with PFS Investments Inc. based in Houston, TX. Daniel has been in the industry since 2009 and has extensive experience in the financial services industry. Daniel's specializations include Series 6, a product licensing exam that focuses on Investment Company Products/Variable Contracts. Daniel's primary focus is on individual clients. Daniel is registered with the state of Texas and has been with PFS Investments Inc. since 2022.
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
TX
09/12/2022 - Present
PFS Investments Inc. (HOUSTON TX)
TX
02/02/2012 - 12/31/2012
PFS INVESTMENTS INC. (STAFFORD TX)
TN
07/20/2011 - 10/13/2011
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TX
06/15/2009 - 11/18/2010
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
BC
Issued 10/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/18/2022
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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