Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Davern is a financial professional with PFS Investments Inc. Mark has been in the industry since May 2015. Mark holds Series 6, Series 63, and SIE licenses and is registered in Massachusetts. Mark is based out of the Norwell, Massachusetts office. PFS Investments Inc. is an investment advisor firm with approximately $8.5 billion in assets under management and a diverse range of clients. They specialize in portfolio management for individuals and provide a variety of advisory services.
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
MA
05/12/2015 - Present
PFS Investments Inc. (NORWELL MA)
BC
Issued 05/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Davern is the right advisor for you? Invested Better is here to help.
