Unclaimed
Mark Allan Bishop is a registered investment advisor representative with PFS Investments Inc. Mark has been in the industry since September 25, 2018. Mark is licensed in both Oklahoma and Texas. Mark is also registered with FINRA. Mark has a Series 6, Series 63, Series 26 and SIE. Mark also holds a pharmacy license and is a Clinical Oncology Pharmacist at Hillcrest Medical Center. Mark may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. Mark is located in Tulsa, OK and works out of the PFS Investments Inc. branch office located at 2508 E 71ST ST STE B, Tulsa, OK.
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
OK
05/04/2021 - Present
PFS Investments Inc. (TULSA OK)
IA
Issued 11/24/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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