Unclaimed
Steven Andrew Marrero is a registered representative with PFS Investments Inc., a firm specializing in individual portfolio management. Steven has been in the financial services industry since November 28, 2022, and is currently located in Freehold, New Jersey. Steven holds the Series 6TO and SIE licenses. Previously, Steven was associated with PFS Investments Inc. in Cranbury, New Jersey.
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.
1
2
NJ
06/18/2024 - Present
PFS Investments Inc. (FREEHOLD NJ)
NJ
06/13/2022 - 12/31/2023
PFS INVESTMENTS INC. (CRANBURY NJ)
BC
Issued 06/13/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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