Unclaimed
Steven Stanley Irvin is a financial advisor with pfs investments inc. Steven has been in the financial services industry since 2005 and has a Series 6, Series 63, and SIE license. Steven is registered with the state of Arizona. His firm, pfs investments inc., is a Registered Investment Advisor with offices in Duluth, GA and Phoenix, AZ. The firm has approximately $8,461,983,895 in assets under management. The firm provides portfolio management for individuals.
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
AZ
03/17/2009 - Present
PFS Investments Inc. (PHOENIX AZ)
GA
01/03/2008 - 12/31/2008
PFS INVESTMENTS INC. (DULUTH GA)
GA
10/10/2005 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 10/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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