Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Carlos Cruz is a financial advisor with PFS Investments Inc., a firm based in Duluth, GA. Martin has been in the industry since October 2000 and holds Series 6, Series 63 and SIE licenses. Martin works with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Martin provides a range of services to his clients, including portfolio management and financial planning. He has been a registered representative in California since October 2000 and in Georgia since February 2023.
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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CA
10/10/2000 - Present
PFS Investments Inc. (PASADENA CA)
BC
Issued 05/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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