Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Esequiel Martinez is a financial advisor who has been in the industry since 2019. He has a Series 63, Series 6TO, and SIE license. Jeffery is registered with the state of California and Texas, and is currently employed by PFS Investments Inc.
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
01/12/2023 - Present
PFS Investments Inc. (ALLEN TX)
TX
10/14/2019 - 12/31/2022
PFS INVESTMENTS INC. (ALLEN TX)
BC
Issued 11/03/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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