Unclaimed
Amy Peek is a financial advisor registered with PFS Investments Inc. in Cranberry Township, PA. Amy has been in the financial services industry since 2011. Amy is a Series 6 and Series 63 licensed financial advisor. Amy holds the SIE designation. Amy has been working in the financial services industry for over 11 years. Amy has a wide range of experience in providing financial advice to individuals, corporations, and charitable organizations. Amy has a strong understanding of the financial markets and can help clients develop a personalized financial plan.
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
PA
07/22/2011 - Present
PFS Investments Inc. (CRANBERRY TOWNSHIP PA)
BC
Issued 07/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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