Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martha? Claim Your ProfileMartha Montoya is a financial professional with over 24 years of experience in the industry. Martha is registered with PFS Investments Inc. and holds multiple licenses, including Series 6, Series 63, Series 6TO, and Series 26. Martha is currently located in New York, NY.
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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NY
12/08/2020 - Present
PFS Investments Inc. (NEW YORK NY)
GA
05/30/1996 - 12/03/2001
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 01/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/08/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/06/2020
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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