Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oscar? Claim Your ProfileOscar Martinez is a registered representative with PFS Investments Inc. and has been in the industry since 2019. Oscar Martinez is currently licensed in California and has passed Series 6, 63, and SIE exams. Oscar Martinez specializes in financial planning, portfolio management for individuals, and insurance.
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
01/13/2022 - Present
PFS Investments Inc. (RANCHO CUCAMONGA CA)
CA
07/31/2019 - 12/31/2021
PFS INVESTMENTS INC. (RANCHO CUCAMONGA CA)
BC
Issued 12/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/31/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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