Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Grazio is a financial advisor with PFS Investments Inc. Steven has been in the financial industry since 2013 and has extensive experience in investment advisory services. Steven is registered with the state of Pennsylvania and has a Series 6, Series 63, Series 65 and Series 26. Steven's focus is on providing portfolio management for individuals. Steven also offers other investment-related products and services.
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
PA
07/18/2017 - Present
PFS Investments Inc. (ALLENTOWN PA)
IA
Issued 07/01/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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