Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven John Renie is a financial professional registered with PFS Investments Inc. in Kokomo, IN. Steven is a registered representative and investment advisor representative with a combined experience of over 12 years in the industry. He holds Series 66, Series 7, Series 6TO and SIE licenses. Prior to joining PFS Investments Inc. Steven worked at W&S Brokerage Services, INC. in Lafayette, IN and Waddell & Reed in Indianapolis, IN. Steven's focus is on helping individual investors achieve their financial goals.
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
IN
08/29/2023 - Present
PFS Investments Inc. (KOKOMO IN)
IN
03/10/2015 - 08/03/2022
W&S BROKERAGE SERVICES, INC. (LAFAYETTE IN)
IN
02/10/2011 - 01/23/2015
WADDELL & REED (INDIANAPOLIS IN)
BOTH
Issued 03/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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