Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Lohuis is a financial advisor registered with PFS Investments Inc. Stephen has been a financial advisor for over 20 years and has a Series 6, Series 63, and SIE license. Stephen is currently registered in Florida and Wisconsin and has been associated with PFS Investments Inc. since 1999. PFS Investments Inc. provides a variety of financial services to individuals, corporations, and charitable organizations, including portfolio management, financial planning, and investment advisory services. Stephen is a dedicated financial professional with a strong commitment to providing high-quality advice to his 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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2
WI
04/19/1999 - Present
PFS Investments Inc. (GREEN BAY WI)
BC
Issued 04/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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