Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Lunn is a financial professional with PFS Investments Inc. Mark is licensed to provide investment advice in Florida and Ohio. Mark obtained his Series 6 and Series 63 licenses in 2015 and 2018, respectively. PFS Investments Inc., with its headquarters in Duluth, Georgia, is a well-established firm serving clients in a variety of categories. Mark is dedicated to assisting clients with their financial planning and portfolio management needs.
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
FL
01/21/2020 - Present
PFS Investments Inc. (PENSACOLA FL)
OH
04/27/2015 - 12/31/2019
PFS INVESTMENTS INC. (CUYAHOGA FALLS OH)
BC
Issued 09/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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