Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marta? Claim Your ProfileMarta Gail Schwartz is a registered representative with PFS Investments Inc. with over 20 years of experience in the financial services industry. Marta has experience in the investment company products/variable contracts space and is licensed to sell securities in Pennsylvania. Marta is currently located in Wrightstown, PA and works out of the PFS Investments Inc. branch office located at 842 Durham Rd, Suite 300 in Wrightstown.
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
PA
11/28/2012 - Present
PFS Investments Inc. (WRIGHTSTOWN PA)
PA
12/05/1997 - 12/31/2010
PFS INVESTMENTS INC. (HUNTINGDON VALLEY PA)
BC
Issued 10/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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