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Detailed Report
STEVEN JOSEPH MARKOVIC SR
STEVEN JOSEPH MARKOVIL SR
CRD#: 1705195
IA
Investment Adviser
B
Broker
PRIMERICA ADVISORSCRD#: 10111 1777 TAMIAMI TRAIL
SUITE 204
PORT CHARLOTTE, FL 33948
Registration History
198519901995200020052010201520202025IAPRIMERICA ADVISORS (CRD# 10111)2011 - Present (13 years)BPFS INVESTMENTS INC. (CRD# 10111)1987 - Present (37 years)
Disclosure(s)
View By:
4/5/1984
Criminal
Final Disposition
License(s)

State Registrations

B
Connecticut 11/11/1993
B
New York 6/14/1994
B
Florida 1/10/2019
B
Texas 3/29/2016
IA
Florida 2/1/2019
IA
Texas 1/31/2019
B
Illinois 5/5/2020
B
Wisconsin 3/15/2000
B
Massachusetts 2/28/2019

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
PRIMERICA ADVISORS (CRD#:10111)
1777 TAMIAMI TRAIL SUITE 204, PORT CHARLOTTE, FL 33948
PORT CHARLOTTE, FL
Registered with this firm since 7/29/2011
B
PFS INVESTMENTS INC. (CRD#:10111)
1777 TAMIAMI TRAIL SUITE 204, PORT CHARLOTTE, FL 33948
PORT CHARLOTTE, FL
Registered with this firm since 9/9/1987
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.