Unclaimed
Marion Porter has been an active financial professional since 1987. Marion is a registered representative with PFS Investments Inc., working out of the Fort Valley, Georgia office. PFS Investments Inc. provides portfolio management for individuals, as well as advisory services for other types of clients such as high-net-worth individuals, charitable organizations, and corporations. Marion holds Series 6, 26, and 63 licenses.
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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GA
09/09/1987 - Present
PFS Investments Inc. (FORT VALLEY GA)
BC
Issued 09/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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