Unclaimed
Stevon V Smith is a financial advisor currently working for PFS Investments Inc. in MANSFIELD, TX. Stevon has been in the financial services industry since October 2012. Stevon is registered with the state of Texas and has series 6 and Series 63 licenses as well as the SIE exam. Stevon has worked with a diverse clientele including individuals, corporations and charitable organizations.
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
TX
10/02/2012 - Present
PFS Investments Inc. (MANSFIELD TX)
BC
Issued 05/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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