Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Pesanti is a financial advisor with PFS Investments Inc. located in Billings, MT. Steve has been in the financial services industry since 1988 and has a strong track record of helping clients achieve their financial goals. Steve is registered as a broker-dealer and investment advisor in several states. Steve also has a background in tree thinning and removal through his ownership of Falling Larch Enterprises LLC. Steve is committed to providing his clients with personalized financial advice and helping them make informed decisions about their investments.
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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MT
06/16/2022 - Present
PFS Investments Inc. (BILLINGS MT)
GA
03/30/1988 - 03/18/2005
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 05/26/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/1991
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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