Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Morales is a financial professional with over 20 years of experience in the industry. Martin is currently registered with PFS Investments Inc. Martin has held previous roles at PFS Investments Inc. in both Oakdale, NY and Duluth, GA. Martin is licensed in multiple states including Connecticut, Florida, New Jersey and New York. Martin holds the Series 6, SIE and Series 63 licenses. Martin specializes in portfolio management for individuals.
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
01/11/2012 - Present
PFS Investments Inc. (FARMINGDALE NY)
NY
12/10/2004 - 12/31/2011
PFS INVESTMENTS INC. (OAKDALE NY)
GA
11/29/2000 - 12/15/2003
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 12/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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