Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Lee Vermeer is a financial advisor with PFS Investments Inc. Steven has been in the industry since 1995 and holds Series 6, 63, 26 and 65 licenses. Steven is registered in Alabama, Delaware, Illinois, Iowa, Michigan, Minnesota, Missouri, New York, Texas and Wisconsin. Steven is also registered as an investment advisor representative in Iowa and Texas. Steven provides financial advice to individuals, corporations, and charitable organizations. Steven also works part-time or full-time for companies affiliated with PFS Investments Inc.
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
IA
07/12/2019 - Present
PFS Investments Inc. (PELLA IA)
IA
Issued 07/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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