Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Robert Nelson is a Registered Representative and Investment Advisor Representative, currently associated with PFS Investments Inc. Steven has been in the securities industry for over 12 years. Steven is registered to provide investment advice in Indiana, Kentucky, Missouri, Ohio and Tennessee. Steven holds licenses for Series 6, Series 63 and SIE. Steven's experience includes working as a Registered Representative at PFS Investments Inc. Prior to joining PFS Investments Inc., Steven worked at Rural King, Martinizing Dry Cleaning and Primerica Financial Services. Steven has been actively involved in the securities industry since September 2010. Steven is also an active participant in the sale of investment-related products 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.
1
2
OH
10/16/2012 - Present
PFS Investments Inc. (WEST CHESTER OH)
BC
Issued 02/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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