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Steven Robert Nelson

Pfs Investments Inc.

West Chester, OH

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Current Employers
Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2012-10-16
  • OH RA
    APPROVED
    Since 2012-10-16

Branch Locations

9078 Union Centre Blvd Ste 350, West Chester, OH 45069 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Financial Services West Chester OH 03/2010 Present
Pfs Investments, Inc. West Chester OH 09/2010 Present
Rural King Lebanon OH 09/2018 07/2024
Redkey Express Mason OH 07/2026 Present
  • 03/2010 → Present
    Primerica Financial Services
    West Chester, OH
  • 09/2010 → Present
    West Chester, OH
  • 09/2018 → 07/2024
    Rural King
    Lebanon, OH
  • 07/2026 → Present
    Redkey Express
    Mason, OH
Other Businesses

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-02-03
  • S63 Uniform Securities Agent State Law Examination
    2023-02-03

View on SEC IAPD

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