Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Wilshire Stay is a financial advisor with PFS Investments Inc. Marc has been in the financial industry since 1994, and is registered with FINRA and the states of New York and New Jersey. Marc has a Series 6, Series 26, and Series 63 license and holds the SIE designation. Marc specializes in portfolio management for individuals.
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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NY
03/01/1995 - Present
PFS Investments Inc. (NEW YORK NY)
GA
06/08/1994 - 12/31/1994
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 06/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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