Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Bolton Shannon is a financial professional with over 3 years of experience in the financial services industry. Marcus is currently registered with PFS Investments Inc. in Allen, Texas. Previously, Marcus worked in DALLAS, Texas at PFS Investments Inc. Marcus holds the Series 6, SIE, and Series 63 licenses.
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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TX
01/26/2022 - Present
PFS Investments Inc. (ALLEN TX)
TX
04/07/2021 - 12/31/2021
PFS INVESTMENTS INC. (ALLEN TX)
TX
10/01/2018 - 12/09/2019
PFS INVESTMENTS INC. (DALLAS TX)
BC
Issued 03/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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