Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marlon? Claim Your ProfileMarlon Date is a financial advisor with PFS Investments Inc. Marlon is a licensed broker-dealer and investment advisor representative with over 25 years of experience in the financial services industry. Marlon's experience includes providing portfolio management services to individuals and businesses. Marlon has a strong track record of success and is committed to providing his clients with the highest level of personalized service.
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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TX
02/13/2009 - Present
PFS Investments Inc. (MANSFIELD TX)
GA
06/05/1997 - 12/31/2008
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 05/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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