Unclaimed
Marcos Eliseo Cazares is a registered representative with PFS Investments Inc. Marcos is licensed to sell securities in Arizona and California. Marcos has been in the industry since December 15, 2020, and has passed the Series 63, Series 6TO, and SIE exams. Marcos is located at the PFS Investments Inc. office at 438 CAMINO DEL RIO SOUTH, STE 201-D in SAN DIEGO, CA.
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
CA
12/16/2020 - Present
PFS Investments Inc. (SAN DIEGO CA)
BC
Issued 03/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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