Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth J. Martinez is a financial professional with PFS Investments Inc. She has been in the industry since October 27, 2021 and holds Series 6, 63, and SIE licenses. Elizabeth J. Martinez specializes in portfolio management for individuals and is registered in California, Colorado, Hawaii, North Carolina, Texas, and Washington.
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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CA
10/28/2021 - Present
PFS Investments Inc. (DUBLIN CA)
BC
Issued 04/19/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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