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Mark Joseph Velapoldi

PFS Investments Inc.

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About Mark Joseph Velapoldi

Mark Velapoldi is a financial professional with over 25 years of experience in the financial services industry. Mark is currently registered with PFS Investments Inc. in Tampa, Florida. Previously, Mark held positions with firms such as VISTA FUND DISTRIBUTORS, INC., FURMAN SELZ LLC, LEHMAN BROTHERS INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Mark holds the Series 6, Series 7, and Series 63 licenses, as well as the SIE exam. Mark specializes in investment company products and variable contracts.

Firm Information

Mark Velapoldi 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 Velapoldi’s Registration & Firm History

FL

03/23/2015 - Present

PFS Investments Inc. (TAMPA FL)

MA

06/26/1996 - 01/22/1999

VISTA FUND DISTRIBUTORS, INC. (BOSTON MA)

NY

12/03/1992 - 05/14/1996

FURMAN SELZ LLC (NEW YORK NY)

NY

11/19/1991 - 10/30/1992

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

10/20/1987 - 11/06/1991

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/26/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/23/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/17/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Joseph Velapoldi.
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