Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Smith is a financial professional with over 15 years of experience in the industry. Steven is registered with PFS Investments Inc. and holds Series 6, 63, 6TO, 26, and SIE licenses. Steven works out of the GRANDVIEW, TX branch of PFS Investments Inc. Steven has previously worked for PFS Investments Inc., in TEMPLE, TX.
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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TX
07/15/2019 - Present
PFS Investments Inc. (GRANDVIEW TX)
TX
02/04/2002 - 06/12/2007
PFS INVESTMENTS INC. (TEMPLE TX)
BC
Issued 07/21/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/14/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/28/2019
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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