Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Anthony Stewart is a registered investment advisor representative with PFS Investments Inc. Stephen is a licensed professional with experience in the industry dating back to 2002. Stephen specializes in providing financial advice and investment management services to individuals, including high-net-worth clients. Stephen has a long history of working with PFS Investments Inc. and other financial companies and also provides independent financial consulting to clients.
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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NY
08/21/2024 - Present
PFS Investments Inc. (BELLEROSE NY)
NY
11/14/2005 - 02/02/2011
H.D. VEST INVESTMENT SERVICES (BELLEROSE NY)
GA
03/15/1996 - 05/26/2000
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 11/30/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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