Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marvin? Claim Your ProfileMarvin Rodriguez-baez is a financial advisor registered with PFS Investments Inc. Marvin has been in the financial industry for over 19 years and has passed the Series 6, Series 26, Series 63 and SIE exams. Marvin is licensed to sell securities in Florida, Maryland, Massachusetts, Puerto Rico, Texas and Wisconsin. Marvin focuses on providing portfolio management services to 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.
1
2
FL
05/06/2004 - Present
PFS Investments Inc. (TAMPA FL)
BC
Issued 08/24/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Marvin Rodriguez-baez is the right advisor for you? Invested Better is here to help.
