Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ioan? Claim Your ProfileIoan Peia is a registered investment advisor representative with PFS Investments Inc. Ioan Peia has been in the industry for over 4 years. Ioan Peia works in the Anaheim, California office of PFS Investments Inc. PFS Investments Inc. is a financial services company that provides investment advice and financial planning services to individuals, families, and businesses. PFS Investments Inc. is committed to providing clients with personalized financial advice that meets their individual needs and goals.
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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CA
06/11/2020 - Present
PFS Investments Inc. (ANAHEIM CA)
IA
Issued 05/21/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/12/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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