Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Martinez is a financial professional with over 4 years of experience in the financial services industry. She is currently registered with PFS Investments Inc. and holds Series 66, SIE, and Series 7 licenses. Elizabeth has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Securian Financial Services, Inc. She has experience working with individuals, corporations, and charitable organizations.
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
NJ
02/22/2024 - Present
PFS Investments Inc. (MAHWAH NJ)
FL
09/06/2019 - 02/24/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALM BEACH FL)
NJ
10/12/2018 - 07/31/2019
SECURIAN FINANCIAL SERVICES, INC. (TOTOWA NJ)
BOTH
Issued 02/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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