Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Langlie is a financial advisor who has been in the industry since April 7, 2019. Steven is a registered representative of PFS Investments Inc. and is licensed to provide financial advice in Wisconsin, Michigan, Minnesota, and North Dakota. Steven provides portfolio management for individuals and is also licensed to provide investment advice in Wisconsin.
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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WI
10/07/2019 - Present
PFS Investments Inc. (MADISON WI)
IA
Issued 09/16/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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