Steve
Pesanti
Pfs Investments Inc
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About this Advisor
Steve Pesanti is a financial advisor operating out of Billings, Montana who has 1 year of relevant experience. Pesanti is an advisor for Pfs Investments Inc. During their career, the advisor has held roles at Pfs Investments Inc, Primerica Financial Services, Pacific Steel And Recycling and Brothers Fire LLC. Pesanti maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Montana. Pfs Investments Inc is a registered investment business that has its headquarters in Duluth, GA. The investment advisory business has offices in 1,646 locations and a total of 3,449 advisors. It has $7 billion in assets among its 56,552 accounts, placing it among the largest firms in the country by assets under management. The firm advises 36 charities and foundations. Of its 56,552 accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in assets. The business offers portfolio management for individuals and small businesses. Fees for financial advice vary depending on which services the firm provides the client. Fees charged by Pfs Investments Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pfs Investments Inc Brokerage Details
$7,088,085,794
3,449
56,552
$125,337
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Steve Pesanti Work History
Steve has been registered as a financial advisor for 1 years.*
Brothers Fire LLC
Brothers Fire LLC
Pfs Investments Inc
Primerica Financial Services
Pacific Steel And Recycling
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steve Pesanti to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
