Unclaimed
Marc Lajuan Wilson is a financial advisor with PFS Investments Inc., with over 2 years of experience in the financial industry. Marc is licensed to provide financial advice in several states including Delaware, Georgia, Missouri, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas and Virginia. Marc has obtained licenses Series 63, Series 26, Series 6TO and SIE to provide investment services. Marc's firm, PFS Investments Inc. provides investment advice to individuals, corporations, high-net-worth individuals and charitable organizations. The firm's main office is in Duluth, Georgia and it manages approximately $8.5 billion in assets. Marc is dedicated to helping his clients 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.
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2
DE
12/19/2024 - Present
PFS Investments Inc. (NEWARK DE)
BC
Issued 12/10/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/29/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/31/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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