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Marcos Eliseo Cazares

PFS Investments Inc.

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About Marcos Eliseo Cazares

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.

Firm Information

Marcos Cazares is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Marcos Cazares’s Registration & Firm History

CA

12/16/2020 - Present

PFS Investments Inc. (SAN DIEGO CA)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marcos Eliseo Cazares.
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