Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Ortiz is a financial advisor with PFS Investments Inc., a firm with over 3,500 advisors and over $8 billion in assets under management. Martin has been in the financial industry since 2003 and has a strong background in investment management and financial planning. Martin Ortiz holds Series 6 and Series 63 licenses and is registered to sell securities in California, Florida, and New Jersey.
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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FL
06/20/2011 - Present
PFS Investments Inc. (KISSIMMEE FL)
NJ
08/15/2003 - 12/31/2010
PFS INVESTMENTS INC. (PASSAIC NJ)
BC
Issued 03/17/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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