Unclaimed
Marsha Belnavis is a financial professional with over 8 years of experience in the industry. Marsha is currently registered with PFS Investments Inc. and holds several licenses, including Series 6, Series 63 and Series 26. Marsha is a registered representative in Connecticut, Georgia, New York and North Carolina. Marsha specializes in portfolio management for individuals and has a strong track record of 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.
1
2
NY
02/21/2023 - Present
PFS Investments Inc. (TARRYTOWN NY)
NY
12/02/2017 - 12/31/2022
PFS INVESTMENTS INC. (TARRYTOWN NY)
NY
06/08/2016 - 10/24/2016
PFS INVESTMENTS INC. (BRIARCLIFF MANOR NY)
NY
10/31/2014 - 12/11/2015
PFS INVESTMENTS INC. (BRIARCLIFF MANOR NY)
BC
Issued 07/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Marsha Belnavis is the right advisor for you? Invested Better is here to help.