Broker Check

Team

 

Jeffrey Marks, ChFC® CLU® AIF® AEP®

President

(719) 260-1747

(719) 260-6436

Securities Registered since 1978: Series 1, 22, 63, 7, 24 General Securities Principal and Branch OSJ

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Jean Marks

Vice President

(719) 260-1747

(719) 260-6436

Securities Registered since 2000: Series 6 Registration, Health and Long Term Care licensed, Co-Owner and VP of PFS since 1989 Office/Business Manager, In-house Insurance Underwriter (RN since 1979) for PFS since 1995

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Neil Marks, CFP®

Registered Representative

(719) 260-1747

[email protected]

Neil has been with PFS since November of 2010 and achieved the CFP® designation in August of 2018.  At the University of Colorado he earned a BA in Astro-physical and Planetary Sciences and a Certificate in Applied Business.

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Lugene Maton

Adminstrative Assitant

719-260-1747

719-260-6436

[email protected]

Lugene was raised in Des Plaines, Illinois before moving to Colorado when she was 12 years old. She started at PFS in April, 2018 in a part time position helping out on projects and became full time in November of 2018. She has known...

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Lori Cordova

Administrative Assistant

719-260-1747

719-260-6436

[email protected]

Lori was born and raised in Gardner, Kansas, a small town about 40 miles south of Kansas City, Kansas. She is the youngest of five. After high school, Lori moved to Parker, Colorado to attend Barnes Business College and earned an...

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