Jeffrey Marks

Jeffrey B Marks [ChFEBC℠]

3253 West Carefree Circle Bldg E
Colorado Springs, CO 80917

Original Certification Date: 9/27/2005
Organization: Prime Financial Strategies, Inc
Broker Dealer: National Planning Corporation

Phone: 719-260-1747
Fax: 719-260-6436
Email: jeffrey.marks@natplan.com
Website: www.primefinancialstrategies.com www.coestateplan.com

States Currently Licensed: AK, AZ, CA, CO, DC, FL, IA, IL, LA, MA, MD, MI, MN, ND, NJ, NM, NY, OH, SC, TX, UT, VA, WA, WI

CRD #: 853194

Primary Insurance Companies: We do business with dozens of insurance companies

Primary Investment Companies: We do business with dozens of investment firms

Services: Total financial, retirement and estate planning. Please see our websites for more information

Other Information: Jeffrey B Marks CLU, CHFC, AEP®, AIF®, ChFEBC℠