Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcos? Claim Your ProfileMarcos Rivero is a registered investment advisor representative with PFS Investments Inc. Marcos has been in the financial services industry since 2005. Marcos holds the following licenses: Series 6, Series 63, Series 26, and Series 65. Marcos is registered with the state of Oklahoma and Texas. Marcos is a member of Primerica Financial Services and has been with PFS Investments Inc. since 2005.
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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OK
01/01/2025 - Present
PFS Investments Inc. (TULSA OK)
IA
Issued 10/18/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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