Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Wheeler is a financial professional with over two years of experience in the financial services industry. He is a registered representative of PFS Investments Inc., and holds a Series 63 and Series 65 license. He also holds the Series 6TO and SIE licenses. Mark is based in Nashua, New Hampshire and is currently registered to provide financial advice in New Hampshire, Virginia and other states. Mark is a dedicated professional and strives to deliver personalized financial solutions to individuals and businesses.
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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FL
05/08/2024 - Present
PFS Investments Inc. (WEST PALM BEACH FL)
NH
08/01/2020 - 12/13/2022
PFS INVESTMENTS INC. (LONDONDERRY NH)
IA
Issued 02/26/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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