Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martha? Claim Your ProfileMartha Elaine Dalcoma is a registered representative with PFS Investments Inc. Martha is a licensed agent in Florida and Ohio. She is also a licensed investment adviser in Ohio. She has been in the securities industry since 2001 and has passed exams for Series 63, SIE, and Series 6. Martha has been employed by PFS Investments Inc. since 2001 and has been employed by Primerica Financial Services since 2001.
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
OH
11/21/2011 - Present
PFS Investments Inc. (NEW PHILADELPHIA OH)
BC
Issued 11/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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