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 financial advisor registered with PFS Investments Inc. Daniel's primary office is in Richardson, Texas and is licensed to provide financial advice in 22 states. Daniel has been in the financial industry since March 5, 2023. Daniel has passed the Series 63, Series 6TO and SIE exams. The firm has offices in Duluth, Georgia and other locations. PFS Investments Inc. provides financial advice to individual investors and businesses and manages assets of over $8.4 billion.
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
03/06/2023 - Present
PFS Investments Inc. (RICHARDSON TX)
BC
Issued 04/29/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/30/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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