Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Bernerd Haugabrook is a financial professional with over 25 years of experience in the industry. He has been registered with PFS Investments Inc. since 1997. Stephen is a Series 6, 26 and 63 licensed professional. He is currently registered in 11 states, including Virginia, Florida, Georgia, Illinois, Maryland, New Jersey, New York, North Carolina, Ohio, Texas and Arizona. Stephen focuses on providing investment advice and portfolio management services to individuals.
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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VA
09/11/1997 - Present
PFS Investments Inc. (VA BEACH VA)
BC
Issued 06/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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