Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Patterson is a financial professional registered with PFS Investments Inc. based in Allentown, Pennsylvania. Marcus has been in the industry since September 4, 2020 and holds a Series 63 license as well as a Series 6TO and the SIE licenses. Marcus is registered in both New Jersey and Pennsylvania. PFS Investments Inc. offers a wide range of financial services including 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.
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PA
01/20/2023 - Present
PFS Investments Inc. (ALLENTOWN PA)
PA
08/17/2020 - 12/31/2022
PFS INVESTMENTS INC. (ALLENTOWN PA)
BC
Issued 09/01/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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