Unclaimed
Marcus Styles is a registered investment advisor representative with PFS Investments Inc. Marcus is based in Houston, Texas. Marcus has been in the financial services industry since 2014. Marcus is licensed to offer investment advice in Texas.
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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2
TX
01/27/2021 - Present
PFS Investments Inc. (HOUSTON TX)
TX
10/04/2019 - 12/31/2019
PFS INVESTMENTS INC. (HOUSTON TX)
TX
05/18/2015 - 09/26/2018
PFS INVESTMENTS INC. (HOUSTON TX)
TX
03/19/2008 - 12/31/2009
PFS INVESTMENTS INC. (HOUSTON TX)
IA
Issued 10/13/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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