Unclaimed
Marion Harrison is a financial advisor with PFS Investments Inc. with over 20 years of experience in the financial services industry. Marion holds the Series 6, 7 and 63 licenses as well as the SIE exam. Marion has experience in the financial services industry in Texas and Minnesota. Marion's previous roles include working with American Express Financial Advisors Inc. and IDS Life Insurance Company. Marion specializes in providing portfolio management services to 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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2
TX
05/10/2021 - Present
PFS Investments Inc. (GARLAND TX)
MN
01/30/2002 - 02/15/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/30/2002 - 02/15/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/28/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/29/2020
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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