Unclaimed
Marcillena Lomax is a registered representative with PFS Investments Inc. and has been in the financial industry since October 17, 2023. Marcillena is licensed in Florida and has passed the Series 6TO and SIE exams. Marcillena specializes in providing financial advice to 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.
1
2
MD
10/18/2023 - Present
PFS Investments Inc. (GLEN BURNIE MD)
BC
Issued 10/18/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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