Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Gonzales is a registered representative with PFS Investments Inc., a firm with offices in Duluth, GA, and Visalia, CA. Steven has been in the industry since January 2012 and holds the Series 6 and Series 63 securities licenses. Steven has a background in investment company products and variable contracts. The firm specializes in portfolio management for individuals and has over 8 billion dollars in regulatory assets under management.
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
CA
01/30/2012 - Present
PFS Investments Inc. (VISALIA CA)
BC
Issued 02/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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