Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Banaitis is an investment advisor representative at PFS Investments Inc. located in Neptune City, NJ. Steven joined the industry in 1987 and has 36 years of experience in the financial services industry. Steven has successfully passed the Series 63, Series 6, Series 26, and SIE exams and is registered to sell securities in 11 states, including Arizona, Connecticut, Florida, Maine, Michigan, New Jersey, New York, North Carolina, Oregon, Pennsylvania, and Washington. Steven's primary specialization is working with 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.
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NJ
08/24/1987 - Present
PFS Investments Inc. (NEPTUNE CITY NJ)
BC
Issued 06/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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