Unclaimed
Marc Young is a financial professional with over 20 years of experience in the industry. Marc is registered with PFS Investments Inc. in Florida and Texas. Marc holds several licenses and designations, including Series 6, 26, 63, and 65. Marc also holds a SIE certification. Marc specializes in providing financial advice to individuals and businesses. Marc is committed to providing clients with personalized service and helping them achieve their financial goals.
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.
1
2
FL
05/05/2023 - Present
PFS Investments Inc. (MIAMI LAKES FL)
IA
Issued 12/14/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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