Unclaimed
Marcellus Williams is an investment advisor representative with PFS Investments Inc. located in Chesapeake, Virginia. Marcellus has been working in the financial services industry since 2002. Marcellus is registered with FINRA and is licensed in Virginia. Marcellus specializes in investment company products/variable contracts and has experience providing portfolio management for individuals. Marcellus has experience working with individuals, corporations or other businesses, and high-net-worth 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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2
VA
09/15/2022 - Present
PFS Investments Inc. (CHESAPEAKE VA)
VA
05/12/1994 - 01/07/2015
PFS INVESTMENTS INC. (VIRGINIA BEACH VA)
BC
Issued 12/06/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/15/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/03/2019
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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