Unclaimed
Mark Timothy Pulsoni is an investment advisor representative registered with PFS Investments Inc. Mark is based in Windham, Maine and has been in the financial services industry for over 20 years, since 2001. Mark has Series 6, SIE, and Series 63 licenses. PFS Investments Inc. is a broker-dealer and investment adviser registered with the Securities and Exchange Commission (SEC) and is a member of FINRA and SIPC. The firm manages approximately 8.46 billion dollars in assets for clients including individuals, businesses, and charitable organizations.
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
ME
08/29/2001 - Present
PFS Investments Inc. (WINDHAM ME)
BC
Issued 05/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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