Unclaimed
Stephen Turnbaugh is a financial advisor with PFS Investments Inc. He has been in the financial industry since 2005. Stephen has a Series 6, Series 63, and SIE license and is registered with FINRA and the state of California. Stephen's office is located at 420 E HOSPITALITY LANE #A-3-A in SAN BERNARDINO, CA.
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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CA
10/18/2007 - Present
PFS Investments Inc. (SAN BERNARDINO CA)
GA
05/28/1996 - 12/31/1998
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 02/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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