Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Edward Nelson is a financial professional with over 35 years of experience in the industry. Steven is registered with PFS Investments Inc. and is currently located in Olathe, Kansas. Steven has a diverse range of experience in the financial services industry, with a strong emphasis on providing investment advice to individuals. Steven holds a variety of licenses, including Series 6, 26, and 63. Steven's commitment to providing quality financial advice is demonstrated by his extensive industry experience and dedication to his clients.
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
KS
01/04/2005 - Present
PFS Investments Inc. (OLATHE KS)
GA
01/05/2000 - 12/31/2004
PFS INVESTMENTS INC. (DULUTH GA)
GA
10/03/1984 - 12/31/1999
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 08/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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