Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Cotner is a financial advisor with PFS Investments Inc., a financial services firm based in Duluth, GA. Stephen has been in the industry since 2005. Stephen is registered with FINRA and the state of California. Stephen holds the Series 6, Series 63 and SIE licenses. Stephen primarily focuses on providing investment advice 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.
1
2
CA
05/20/2005 - Present
PFS Investments Inc. (MISSION VIEJO CA)
BC
Issued 12/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen Cotner is the right advisor for you? Invested Better is here to help.
