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Kyle Aaron Martinez

PFS Investments Inc.

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About Kyle Aaron Martinez

Kyle Aaron Martinez is a registered representative and investment advisor representative with PFS Investments Inc. Kyle has been in the securities industry since August 31, 2018 and has worked at Wells Fargo Clearing Services, LLC in the past. Kyle is licensed in Texas and has passed the Series 6, 7, 63, 65 and SIE exams. Kyle specializes in financial planning and portfolio management for individuals. Kyle also provides sales of investment-related products for PFS Investments Inc. and may receive compensation for the sale of loan products from Primerica Mortgage, LLC and referrals of home security and automation products from Primerica Client Services, Inc..

Firm Information

Kyle Martinez is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kyle Martinez’s Registration & Firm History

TX

03/26/2024 - Present

PFS Investments Inc. (SUGAR LAND TX)

TX

07/03/2018 - 01/04/2024

WELLS FARGO CLEARING SERVICES, LLC (KATY TX)

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Licenses & Designations

IA

Issued 08/06/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/13/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/29/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/03/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle Aaron Martinez.
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