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Mathew Sucgang Mercado

PFS Investments Inc.

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About Mathew Sucgang Mercado

Mathew Sucgang Mercado has been working in the financial industry since November 7, 1998 and is currently registered as a Broker-Dealer with PFS Investments Inc. in Rancho Mirage, CA. Mathew Sucgang Mercado is also registered as a Broker-Dealer in Nevada. Mathew Sucgang Mercado is a Series 6, Series 26, and Series 63 licensed advisor. Mathew Sucgang Mercado has previously worked at CAL FED INVESTMENTS, LINCOLN INVESTMENT PLANNING, INC., and PFS INVESTMENTS INC. in several different locations. Mathew Sucgang Mercado specializes in providing investment advice for individuals.

Firm Information

Mathew Mercado is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mathew Mercado’s Registration & Firm History

CA

07/02/2002 - Present

PFS Investments Inc. (RANCHO MIRAGE CA)

CA

05/23/2000 - 12/06/2000

CAL FED INVESTMENTS (SACRAMENTO CA)

PA

11/03/1999 - 05/16/2000

LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)

GA

06/07/1996 - 12/31/1998

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 06/11/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/17/2009

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Mathew Sucgang Mercado. Review regulatory record here.
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