Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martha? Claim Your ProfileMartha Bereiter is a registered representative with PFS Investments Inc. based in Liberty Lake, WA. Martha has been in the financial industry since August 2020. She holds Series 63, 65, and 26 licenses and has passed the SIE exam. Martha is registered in Arizona, Colorado, Idaho, and Washington as a broker-dealer and is also registered as an Investment Advisor Representative in Washington. Martha offers a variety of financial services including portfolio management for individuals. In addition to her work with PFS Investments Inc., Martha also operates a real estate investing business and is a sales representative for Scout & Cellar.
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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WA
01/04/2021 - Present
PFS Investments Inc. (LIBERTY LAKE WA)
IA
Issued 11/22/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/01/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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