Unclaimed
Elizabeth Martinez Sotolongo is a financial advisor associated with PFS Investments Inc. Elizabeth has been in the securities industry since 2007 and has experience in working with individuals, corporations and charitable organizations. Elizabeth is registered to provide investment advice in Florida and Kansas.
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
FL
11/29/2022 - Present
PFS Investments Inc. (LAKE WORTH FL)
FL
01/10/2019 - 12/31/2020
PFS INVESTMENTS INC. (LAKE WORTH FL)
FL
12/13/2018 - 12/31/2018
PFS INVESTMENTS INC. (LAKE WORTH FL)
FL
12/28/2015 - 12/31/2016
PFS INVESTMENTS INC. (LAKE WORTH FL)
FL
05/24/2001 - 12/31/2013
PFS INVESTMENTS INC. (LAKE WORTH FL)
BC
Issued 11/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Elizabeth Sotolongo is the right advisor for you? Invested Better is here to help.