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Esther Martinez Baldivia

PFS Investments Inc.

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About Esther Martinez Baldivia

Esther Baldivia is an investment professional with over 30 years of experience. Esther is registered with PFS Investments Inc. in Springfield, VA. Esther has earned the Series 6, Series 26 and Series 63 licenses and is a licensed agent in ten states, including Delaware, District of Columbia, Florida, Georgia, Illinois, Maryland, Massachusetts, Texas, Virginia, and West Virginia. Esther focuses on providing portfolio management services to individual clients.

Firm Information

Esther Baldivia is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Esther Baldivia’s Registration & Firm History

VA

03/08/1990 - Present

PFS Investments Inc. (SPRINGFIELD VA)

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Licenses & Designations

BC

Issued 01/23/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/04/1991

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/06/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Esther Martinez Baldivia. Review regulatory record here.
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