Unclaimed
Gerald Anton Petrus is a financial professional with over 27 years of experience in the industry. Gerald has a Series 6, 26, 63 and 65 licenses as well as a SIE certification. Gerald is currently registered with PFS Investments Inc. and is located in WEST CHESTER, PA. Gerald has approved registrations in 11 states including Pennsylvania, Texas, Delaware, Florida, Maryland, Minnesota, New Jersey, New York, Ohio and more. In addition to securities licenses, Gerald has been working in the financial industry since 1995 and has been with PFS Investments Inc. since 1996.
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.
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PA
01/24/2023 - Present
PFS Investments Inc. (WEST CHESTER PA)
IA
Issued 07/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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