Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Manuel Martin is an investment advisor representative, registered in California and a number of other states. Gary has been in the industry since 1984 and has worked with PFS Investments Inc. since that time. Gary is licensed to sell investment-related products. Gary may also receive compensation from Primerica Mortgage, LLC for loan products and/or Primerica Client Services, Inc. Gary focuses on individual portfolio management.
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
07/22/2011 - Present
PFS Investments Inc. (OAKDALE CA)
IA
Issued 02/07/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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