Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guillermo? Claim Your ProfileGuillermo Martinez is a financial advisor with PFS Investments Inc., a firm with offices in Duluth, Georgia and Concord, California. Guillermo has been in the financial services industry since June 2001 and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Guillermo has passed the Series 6, 26, and 63 exams and is licensed in 15 states. Guillermo specializes in portfolio management for individuals and has a proven track record of helping clients achieve their financial goals. Guillermo is committed to providing his clients with personalized financial advice and guidance.
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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2
CA
06/27/2001 - Present
PFS Investments Inc. (CONCORD CA)
BC
Issued 06/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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