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Mark Anthony Virella santiago

PFS Investments Inc.

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About Mark Anthony Virella santiago

Mark Anthony Virella Santiago is an investment professional with PFS Investments Inc. Mark has been in the industry since 2016 and is currently registered with FINRA and the states of Florida and Puerto Rico. Mark has passed the Series 6 and Securities Industry Essentials Exam. Mark focuses on providing investment advice and portfolio management for individuals. PFS Investments Inc. is based in Duluth, GA. Mark is located in Guaynabo, PR.

Firm Information

Mark Virella santiago is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Virella santiago’s Registration & Firm History

PR

04/30/2018 - Present

PFS Investments Inc. (GUAYNABO PR)

PR

01/19/2016 - 04/09/2018

PFS INVESTMENTS INC. (GUAYNABO PR)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/19/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Anthony Virella santiago.
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