Unclaimed
Steven Wayne Miller is a registered representative with PFS Investments Inc. Steven is currently licensed to provide financial services in Indiana, Iowa, Mississippi, New York, North Dakota, Ohio, South Dakota, Texas, Utah, and Wyoming. Steven has been in the securities industry since November 2004. Steven can provide financial advice to individuals and businesses, and also offers portfolio management services.
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
11/07/2011 - Present
PFS Investments Inc. (DUBLIN OH)
BC
Issued 11/02/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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