Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcos? Claim Your ProfileMarcos Cortes-cortes is a financial professional with PFS Investments Inc., licensed to provide financial advice in California. Marcos specializes in investment products and services, including investment company products and variable contracts. Marcos has passed the Series 6TO, Series 63 and SIE exams, and is registered with the state of California. Marcos has been providing financial advice for over 2 years.
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
CA
10/19/2020 - Present
PFS Investments Inc. (CLOVIS CA)
BC
Issued 02/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Marcos Cortes-cortes is the right advisor for you? Invested Better is here to help.
