Unclaimed
Gabriela Martinez ruiz is a financial advisor who has been in the industry since 2019. Gabriela is currently registered with PFS Investments Inc., which is a firm that provides financial advice to a variety of clients, including individuals, corporations, and charitable organizations. Gabriela holds several licenses, including the Series 6, Series 26 and Series 63 licenses. She is registered with the states of Arizona, California, Colorado and Oregon. Gabriela is dedicated to helping her clients reach their financial goals.
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
CA
01/03/2019 - Present
PFS Investments Inc. (RANCHO CORDOVA CA)
BC
Issued 05/01/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/03/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2019
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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