Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Gregory is a financial advisor with PFS Investments Inc., based in San Antonio, TX. Mark has been in the financial industry since 1981 and is registered to provide financial advice in Texas, Ohio, Oregon, Utah and Virginia. Mark has passed the Series 65 and Series 63 examinations, as well as the Series 26, Series 6TO, SIE and Series 1 examinations. Mark is also registered with FINRA and the state of Texas as a Registered Representative. In addition to working with PFS Investments Inc., Mark also works for Primerica Financial 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
TX
11/22/2011 - Present
PFS Investments Inc. (SAN ANTONIO TX)
NA
04/03/1981 - 01/05/1982
WESTAMERICA FINANCIAL CORPORATION
NA
05/20/1980 - 08/01/1980
WADDELL & REED, INC.
IA
Issued 11/7/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/13/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/5/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/9/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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