Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Thomas Sullivan is an investment advisor representative with PFS Investments Inc., with experience in the financial industry since 1989. Mark has a Series 6, Series 63 and Series 65 license. Mark is registered in Montana and Wyoming. Mark is also a part-time remodeling contractor with Remodeling Plus Sole Proprietor. Mark has a strong background in financial services and is committed to helping clients achieve their financial goals.
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
MT
01/19/2018 - Present
PFS Investments Inc. (BILLINGS MT)
IA
Issued 01/06/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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