Unclaimed
Marcia Annette Futel is a registered representative with PFS Investments Inc. Marcia has been in the industry since October 29, 2007, and has a Series 63 license. Marcia is registered with the state of Ohio and holds a Series 6 license, as well. Marcia is also licensed to sell insurance, and has received non-investment related compensation from Primerica Mortgage, LLC for loan products and/or Primerica Client Services, Inc. for referrals of home security and automation products, as well as other home related services. Marcia is an incorporator of the non-profit Connecting For Impact, LLC, where she dedicates 20 hours per month. Marcia is an active member of PFS Investments Inc. and is committed to providing quality financial advice to her clients.
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
OH
01/31/2017 - Present
PFS Investments Inc. (CINCINNATI OH)
BC
Issued 12/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Marcia Futel is the right advisor for you? Invested Better is here to help.