linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Martina Ann Pfeuffer

Affinity Wealth Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Martina? Claim Your Profile

About Martina Ann Pfeuffer

Martina Ann Pfueffer is a financial advisor with Affinity Wealth Management LLC. Martina has over 13 years of experience in the financial services industry. Martina is registered with the state of Delaware. Her credentials include the Series 6, 7, and 63 licenses, as well as the SIE exam. Martina also holds the Certified Financial Planner designation. Martina's firm, Affinity Wealth Management LLC, provides financial planning, portfolio management for individuals and pooled investment vehicles, and pension consulting services.

Firm Information

Martina Pfeuffer is currently registered with Affinity Wealth Management LLC. Affinity Wealth Management LLC is a Wilmington, DE-based Registered Investment Advisor with 9 Investment Adviser Representatives and $699,596,531 in regulatory assets under management. They primarily serve individuals and high-net-worth individuals, but also provide services to corporations, charitable organizations, and pension and profit-sharing plans. They offer a variety of advisory services, including financial planning, portfolio management, and pension consulting, and participate in wrap fee programs.
Affinity Wealth Management LLC

2751 CENTERVILLE ROAD

WILMINGTON, DE 19808

$699.60M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Martina Pfeuffer’s Registration & Firm History

DE

05/23/2024 - Present

Affinity Wealth Management LLC (WILMINGTON DE)

PA

06/25/2018 - 01/08/2020

CITIZENS SECURITIES, INC. (Fort Washington PA)

PA

06/03/2011 - 06/19/2018

WELLS FARGO CLEARING SERVICES, LLC (WAYNE PA)

Not sure if Martina Ann Pfeuffer is right for you?

Licenses & Designations

IA

Issued 11/22/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/08/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2012

Series 7 - General Securities Representative Examination

BC

Issued 06/01/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Martina Ann Pfeuffer.
Not sure if Martina Ann Pfeuffer is right for you?