Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Martinez is a financial advisor with PFS Investments Inc. Julian has been in the securities industry since February 19, 2002. Julian is licensed to offer securities in Florida, Georgia, Maryland, New York and Texas. Julian is registered as an Investment Advisor Representative in Florida. Julian's office is located in Miami, Florida. Julian offers financial planning and portfolio management services to individuals.
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
FL
08/15/2011 - Present
PFS Investments Inc. (MIAMI FL)
IA
Issued 04/16/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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