Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Anthony Stokes is a financial advisor with PFS Investments Inc., registered with the state of Tennessee. Stokes has been in the industry since January 1983. He has a Series 6, 26, 63 and 65 license and offers a variety of investment services to clients. His focus is on providing portfolio management for 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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TN
08/13/2012 - Present
PFS Investments Inc. (MEMPHIS TN)
IA
Issued 07/18/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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