Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Joseph Markovic is a financial advisor registered with PFS Investments Inc. Steven Joseph Markovic is licensed to provide financial advice in Connecticut, Florida, Illinois, Massachusetts, New York, Texas, and Wisconsin. Steven Joseph Markovic has been in the financial industry since 1987 and is currently registered as an Investment Advisor Representative with PFS Investments Inc. Steven Joseph Markovic has passed the Series 6, Series 26, Series 63 and Series 65 exams and is a registered representative with FINRA and a member of the SIPC.
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
FL
01/31/2019 - Present
PFS Investments Inc. (PORT CHARLOTTE FL)
IA
Issued 05/06/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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