Verified
Marcus New is a financial advisor with over 14 years of experience in the industry. Marcus is currently registered with PFS Investments Inc.. Marcus has previously been registered with PFS INVESTMENTS INC.. Marcus has passed the Series 26, Series 6, Series 63, SIE exams. Marcus also holds the Series 26 designation. Marcus specializes in 6 and provides advisory services to brokerage clients, helping them navigate securities trading and financial markets.
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
SC
01/25/2013 - Present
PFS Investments Inc. (Greenwood SC)
SC
01/03/2012 - 12/31/2012
PFS INVESTMENTS INC. (GREENWOOD SC)
SC
08/11/2010 - 12/31/2011
PFS INVESTMENTS INC. (GREENWOOD SC)
BC
Issued 09/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Marcus New is the right advisor for you? Invested Better is here to help.
