Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Marquez is a registered investment advisor representative in Illinois and is also registered in 11 other states. David has been in the industry since 1995 and is currently associated with PFS Investments Inc. David offers financial planning and portfolio management services for individuals. David is a licensed agent for Primerica Financial Services.
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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IL
04/03/2013 - Present
PFS Investments Inc. (JOLIET IL)
IA
Issued 03/08/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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