Unclaimed
Mark William Schluter is an Investment Advisor Representative registered with PFS Investments Inc.. Mark has been in the financial industry since 1988 and has a long history of providing financial advice and products to clients. Mark holds both Series 6 and Series 63 licenses, as well as Series 26 and Series 65 licenses, and has been registered with the state of Louisiana since 1988. He is also registered with several other states including Arkansas, Colorado, Florida, Georgia, Indiana, Kansas, Mississippi, North Carolina, Ohio, Texas, and Wisconsin. Mark has also been employed with Primerica Financial Services since 1991. Mark specializes in portfolio management for individuals and has experience working with corporations and charitable organizations. Mark also offers a variety of other financial services including insurance and mortgage products, home security and automation, and other home related 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.
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2
LA
07/15/2011 - Present
PFS Investments Inc. (METAIRIE LA)
IA
Issued 05/13/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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