Unclaimed
Mark Hafner is a registered representative of PFS Investments Inc., a firm with over 3,500 investment advisor representatives. Mark has been in the industry for over 20 years, and has held multiple licenses, including the Series 6, Series 63 and the SIE. Mark is registered in both Michigan and Ohio. Mark has a firm belief in helping individuals achieve their financial goals, and has a history of working with clients in the Toledo, Ohio area.
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
OH
08/20/2020 - Present
PFS Investments Inc. (SYLVANIA OH)
BC
Issued 12/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Hafner is the right advisor for you? Invested Better is here to help.