PRIME FINANCIAL STRATEGIES, INC. |
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Jeffrey MarksPresident
Phone: 719-260-1747
JEFFREY B. MARKS, CLU, ChFC, President
Securities Licensed since 1978: Series 1, 22, 63, 7, 24
General Securities Principal and Branch OSJ
Currently securities registered in 21 states: AZ, CA, CO, DC, FL, IL, IN, MA, MD, MI, MN, ND, NE, NM, NV, NY, SD, TX, UT, VA, WI
Group and Individual Life, Health, Annuities, Long Term Care licensed
Founder, President and Co-Owner of PFS. PFS is a Colorado Corporation established in 1989. PFS has been a Colorado Registered Investment Advisor since 1999.
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3253 W. Carefree Circle Bldg E Phone: 719-260-1747 |
No financial guarantees are provided or implied.
CLICK HERE TO CONTACT JEFFREY MARKS.
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
Securities licensed associates of Prime Financial Strategies, Inc. are Registered Representatives & Investment Adviser Representatives offering securities and investment advisory services through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Financial Planning and Consulting Services offered through Prime Financial Strategies, Inc., a Registered Investment Advisor. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Prime Financial Strategies and NPC are separate and unrelated companies.