Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Payne is a financial advisor registered with PFS Investments Inc. in Mesa, AZ, and is also licensed in Pennsylvania. Steven has been in the financial services industry since 2006. Steven holds several securities licenses including Series 6, 63, 26, and the SIE exam. Steven has experience providing portfolio management services for individuals, and is registered with the state of Arizona and Pennsylvania. Steven is a financial advisor who has been with PFS Investments Inc. since May 2024. Steven also has experience with Primerica Financial Services.
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.
1
2
AZ
09/26/2024 - Present
PFS Investments Inc. (MESA AZ)
BC
Issued 06/10/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/24/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/17/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Steven Payne is the right advisor for you? Invested Better is here to help.
