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Christina Okeefe Marsalek

PFS Investments Inc.

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About Christina Okeefe Marsalek

Christina Okeefe Marsalek is a financial professional with over 24 years of experience in the financial services industry. Christina is a Registered Representative with PFS Investments Inc. Christina holds a Series 6, Series 63, Series 26 and Series 65 license. Christina is registered to provide financial advice and services in Florida, Maryland, North Carolina, Ohio, Pennsylvania, and Virginia. Christina provides financial planning, portfolio management and other financial services to individuals, corporations, and charitable organizations. Christina also has experience in the sales of investment-related products for companies affiliated with PFS Investments Inc. Christina is a part-time employee with PFS Investments Inc. and has been with the firm since January 1998.

Firm Information

Christina Marsalek is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

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.

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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.

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percentage of assets

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

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Christina Marsalek’s Registration & Firm History

MD

05/22/2013 - Present

PFS Investments Inc. (SYKESVILLE MD)

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Licenses & Designations

IA

Issued 03/20/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/03/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/12/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/08/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christina Okeefe Marsalek.
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