Unclaimed
Marc Bettinger is an investment advisor representative with PFS Investments Inc. Marc has been in the industry since 2004. Marc is licensed to sell securities in Florida and New York. Marc also has licenses for insurance and real estate. Marc has experience with a variety of clients, including individuals, corporations, and charitable organizations.
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
FL
03/19/2020 - Present
PFS Investments Inc. (BOCA RATON FL)
FL
03/24/2015 - 04/16/2018
MML INVESTORS SERVICES, LLC (Miami FL)
FL
11/23/2011 - 09/03/2013
CFD INVESTMENTS, INC. (PARKLAND FL)
NC
01/04/2011 - 11/11/2011
SOUTHEAST INVESTMENTS, N.C., INC. (CHARLOTTE NC)
NY
01/27/2009 - 04/23/2009
KERN, SUSLOW SECURITIES, INC. (NEW YORK NY)
SC
05/27/2008 - 01/21/2009
WASSERMAN & ASSOCIATES, INC. (MYRTLE BEACH SC)
FL
09/28/2004 - 05/06/2008
STANFORD GROUP COMPANY (BOCA RATON FL)
NY
04/24/2003 - 09/22/2004
WHITAKER SECURITIES LLC (NEW YORK NY)
NY
07/20/2000 - 07/03/2001
CJS SECURITIES, INC. (WHITE PLAINS NY)
NJ
12/24/1996 - 10/25/1999
PALISADE CAPITAL SECURITIES, L.L.C. (FORT LEE NJ)
IA
Issued 10/17/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/03/2004
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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