Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guadalupe? Claim Your ProfileGuadalupe Esperanza Martinez alavez is a financial professional with a strong commitment to helping clients achieve their financial goals. Guadalupe is registered with the state of Arizona and holds the Series 63, Series 6TO, and SIE licenses. Guadalupe is a licensed agent of PFS Investments Inc., a firm that specializes in providing financial planning and investment management services to individuals, high-net-worth individuals, and corporations. Guadalupe is dedicated to providing her clients with personalized financial guidance and investment strategies that are tailored to their unique needs.
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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TX
08/16/2023 - Present
PFS Investments Inc. (SAN ANTONIO TX)
BC
Issued 09/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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