Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Anthony Ortega is a financial advisor with PFS Investments Inc. Marc is licensed to provide financial advice in Arkansas, California, and Texas. Marc obtained a Series 6 license in November of 2017 and a Series 63 license in January of 2018. Marc has been working in the financial services industry since February 2018. Marc is currently located in Orangeburg, South Carolina.
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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2
SC
03/18/2020 - Present
PFS Investments Inc. (ORANGEBURG SC)
CA
11/27/2017 - 12/31/2019
PFS INVESTMENTS INC. (RIVERSIDE CA)
BC
Issued 01/25/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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