Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Castille is a financial advisor who has been in the industry since 2019. Marcus is currently registered with PFS Investments Inc. and is licensed in several states including Texas, Florida, and Louisiana. Marcus's professional experience includes working with clients at both PFS Investments Inc. and Primerica Financial Services. Marcus holds several securities licenses including Series 63, Series 65, and Series 26. Marcus specializes in portfolio management for individuals.
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
TX
06/28/2024 - Present
PFS Investments Inc. (SUGAR LAND TX)
IA
Issued 06/21/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/19/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Marcus Castille is the right advisor for you? Invested Better is here to help.
