Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Egbert has been in the securities industry since April 10, 2000. Mark is currently registered with PFS Investments Inc. in Colorado. Mark has also held previous registrations with PFS Investments Inc. in Georgia. Mark's current position is with PFS Investments Inc. and is based in Colorado Springs, Colorado. Mark is also registered with the state of Maryland. Mark has passed the Series 6, Series 63, Series 65, and Series 26 exams and also has the Series SIE exam.
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
CO
06/13/2013 - Present
PFS Investments Inc. (COLORADO SPRINGS CO)
GA
10/17/1995 - 12/31/2004
PFS INVESTMENTS INC. (DULUTH GA)
GA
08/04/1994 - 03/22/1995
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 12/07/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/02/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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