Unclaimed
Earle Stephen Martin is an investment advisor representative associated with PFS Investments Inc. Earle Martin has been in the securities industry for over 10 years. Earle Martin is currently registered with PFS Investments Inc., and previously was affiliated with Ameriprise Financial Services, Inc.. Earle Martin holds FINRA Series 63, 66 and 7 licenses and is registered as an investment advisor representative in Florida, and Michigan. The firm PFS Investments Inc. is headquartered in Duluth, GA, and its primary business is providing investment advisory services. The firm manages over $8 billion in assets. The majority of the firm's clients are individuals, followed by corporations and charitable organizations. Earle Martin also may receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. for part-time referrals of home security and automation products.
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
MI
08/19/2016 - Present
PFS Investments Inc. (PORTAGE MI)
MI
08/15/2012 - 01/09/2013
AMERIPRISE FINANCIAL SERVICES, INC. (KALAMAZOO MI)
BOTH
Issued 08/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Earle Martin is the right advisor for you? Invested Better is here to help.