Unclaimed
Steve Silverman is a financial advisor with PFS Investments Inc. and has been in the industry since 1985. Steve holds Series 6, 63, 26 and 65 licenses, and the SIE. Steve also has registrations with FINRA, as well as the following states: Alabama, Arizona, California, Colorado, District of Columbia, Massachusetts, Nevada, New Jersey, New Mexico, New York, North Dakota, Texas, Virginia, and Wyoming. In addition to his role at PFS Investments Inc., Steve is also involved with other businesses including Bookwork Infomarks LLC and Steve Silverman Productions, LLC. Steve is committed to providing his clients with personalized financial advice.
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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AZ
01/31/2019 - Present
PFS Investments Inc. (TEMPE AZ)
IA
Issued 01/10/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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