Unclaimed
Steven Derwent is a Registered Representative and Investment Advisor Representative, licensed in Ohio. Steven is affiliated with PFS Investments Inc., which is headquartered in Duluth, GA. Steven has been in the industry since May 2021. Steven is licensed to provide investment advice to individuals and corporations.
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
OH
07/28/2021 - Present
PFS Investments Inc. (WORTHINGTON OH)
BC
Issued 05/15/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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