Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Spina is a financial advisor with PFS Investments Inc. based in Chalfont, PA. Mark has been in the financial services industry for over 10 years and holds a Series 6, 63, 65, and 26 license. Mark is registered to provide investment advisory services in 21 states. Mark is also the owner and president of Focused on Integrity Inc., a legal entity formed solely for Primerica business purposes.
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
PA
05/26/2016 - Present
PFS Investments Inc. (CHALFONT PA)
IA
Issued 05/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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