Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Jay Benson is a financial advisor with over 20 years of experience in the industry. Steven is a registered representative with PFS Investments Inc. Steven holds the Series 6, SIE, and Series 6TO licenses. Steven is a highly experienced advisor providing financial planning and portfolio management services to individual 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
MA
11/13/2019 - Present
PFS Investments Inc. (MILLBURY MA)
GA
11/12/2002 - 07/13/2004
PFS INVESTMENTS INC. (DULUTH GA)
GA
03/07/1991 - 04/28/1997
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 01/24/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/03/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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