Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Stepanek is a financial professional with over 9 years of experience in the industry. Alan is registered with PFS Investments Inc. in Warner Robins, GA and is licensed to conduct securities business in Georgia. Alan has passed the Securities Industry Essentials Examination, the Investment Company Products/Variable Contracts Representative Examination and the Uniform Securities Agent State Law Examination. Alan specializes in investment company products.
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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GA
02/05/2019 - Present
PFS Investments Inc. (WARNER ROBINS GA)
GA
03/08/2010 - 01/02/2019
PFS INVESTMENTS INC. (WARNER ROBINS GA)
BC
Issued 03/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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