Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Milton? Claim Your ProfileMilton Martin is an investment advisor representative with PFS Investments Inc., a company that has been active in the industry since 1984. Milton is registered with the state of Georgia, and has been in the industry for over 30 years. Milton specializes in portfolio management for individuals, providing services to high-net-worth individuals, corporations, and charitable organizations. Milton's clients have assets under management of over $8.5 billion.
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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GA
06/07/2023 - Present
PFS Investments Inc. (CUMMING GA)
TN
03/16/1999 - 12/31/2010
PFS INVESTMENTS INC. (MURFREESBORO TN)
GA
12/17/1984 - 02/16/1999
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 12/09/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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