Unclaimed
Mark Allan Bishop is a registered investment advisor representative with PFS INVESTMENTS INC. Mark has been in the industry since September 25, 2018. Mark holds Series 6, 63, 26 and 65 licenses. Mark has been with Primerica Financial Services since May 2016 and PFS Investments Inc. since July 2018. Mark has been a Clinical Oncology Pharmacist at Hillcrest Medical Center since July 2016. Mark also has experience with Suburban Hospital, R.Ph.S. Inc. and TotalMed. Mark works in Tulsa, OK, and is registered with the state of Oklahoma as both a Broker-Dealer and Investment Advisor and Texas as an Investment Advisor. Mark is also a registered representative with FINRA and the MSRB. Mark may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS INVESTMENTS INC.) for part-time referrals of home security and automation products, as well as other home related 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
OK
05/04/2021 - Present
PFS Investments Inc. (TULSA OK)
IA
Issued 11/24/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/19/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/26/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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