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James Robert Marek

PFS Investments Inc.

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About James Robert Marek

James Robert Marek is a financial advisor associated with PFS Investments Inc. James has been in the securities industry since June 15, 1987. James is licensed to sell securities in California, Florida, and Ohio. James is registered with FINRA and the State of Florida. James has passed the Series 6 and SIE exams and holds a Series 63 license. James specializes in Investment Company Products and Variable Contracts. PFS Investments Inc. is a registered investment adviser with the Securities and Exchange Commission (SEC). The firm has been in business since 1987. PFS Investments Inc. is a financial services firm that provides a wide range of investment products and services to individuals and families. The firm has offices in Duluth, Georgia, and Orlando, Florida. PFS Investments Inc. is committed to providing its clients with personalized financial advice and guidance.

Firm Information

James Marek 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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James Marek’s Registration & Firm History

FL

06/16/1987 - Present

PFS Investments Inc. (ORLANDO FL)

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Licenses & Designations

BC

Issued 10/03/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/15/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Robert Marek.
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