Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven J. Costa is a financial professional registered with PFS Investments Inc. based in MANSFIELD, TX. Steven has been in the industry since August 2008 and is licensed to provide financial services in several states, including Texas, California and Arkansas. Steven holds the Series 6, Series 26 and Series 63 licenses and has been with PFS Investments Inc. since August 2008. Steven specializes in providing portfolio management services for individuals.
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
TX
08/12/2008 - Present
PFS Investments Inc. (MANSFIELD TX)
BC
Issued 08/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Costa is the right advisor for you? Invested Better is here to help.
