Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marvin? Claim Your ProfileMarvin Bernardez is a registered representative at PFS Investments Inc. Marvin's current registration is active with the state of Texas. Marvin has been in the industry since 2020. Marvin is licensed to conduct securities business in the state of Texas. Marvin has a Series 63 license and a Series 6TO license. Marvin has been employed by PFS Investments Inc. since 2020.
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
03/27/2023 - Present
PFS Investments Inc. (HOUSTON TX)
TX
12/18/2020 - 12/22/2022
PFS INVESTMENTS INC. (HOUSTON TX)
BC
Issued 09/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/07/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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