Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marelene? Claim Your ProfileMarelene Cass is a financial professional with over 20 years of experience in the financial services industry. Marelene has been registered with PFS Investments Inc. since 2010. Marelene has experience working with individual investors as well as businesses and charitable organizations. Marelene is a Series 6, Series 63 and SIE licensed professional.
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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CA
01/03/2012 - Present
PFS Investments Inc. (PASADENA CA)
CA
03/24/2010 - 12/31/2011
PFS INVESTMENTS INC. (PASADENA CA)
CA
10/11/2000 - 12/31/2009
PFS INVESTMENTS INC. (CHATSWORTH CA)
BC
Issued 02/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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