Unclaimed
Georgina Susana Martinez ortiz-bot is a licensed financial professional with PFS Investments Inc. Georgina has been in the industry since 2015 and is registered in Florida. Georgina holds the Series 6 and Securities Industry Essentials (SIE) licenses. She is dedicated to providing comprehensive financial guidance to individuals seeking personalized investment strategies.
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
07/13/2015 - Present
PFS Investments Inc. (TEQUESTA FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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