Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Zimmerman is a financial advisor with PFS Investments Inc. Steven has over 35 years of experience in the financial services industry. Steven has a strong track record of helping individuals and families reach their financial goals. Steven is committed to providing personalized service and guidance to his clients. Steven holds the Series 7, Series 6, and Series 63 licenses. Steven is registered with the state of Michigan. Steven has previously worked with Great American Advisors, Inc., Mutual Service Corporation, Ameritas Investment Corp., Terra Securities Corporation, Washington Square Securities, Inc., NYLIFE Securities Inc., and First American National Securities, Inc. Steven is a member of the Financial Industry Regulatory Authority (FINRA).
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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2
MI
09/11/2023 - Present
PFS Investments Inc. (CHESANING MI)
MI
08/15/2013 - 08/22/2023
MOLONEY SECURITIES CO., INC. (MIDLAND MI)
MI
08/02/2010 - 08/19/2013
LINCOLN INVESTMENT (MIDLAND MI)
MI
04/28/2006 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (MIDLAND MI)
OH
06/22/2001 - 12/16/2005
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
MA
01/17/2001 - 06/22/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
NE
04/20/2000 - 02/20/2001
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IL
12/10/1998 - 05/03/2000
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
CT
07/25/1995 - 12/10/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NY
08/13/1992 - 07/24/1995
NYLIFE SECURITIES INC. (NEW YORK NY)
GA
01/19/1988 - 06/11/1992
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 01/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/18/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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