Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Robert Peterson is a registered representative and investment advisor representative with PFS Investments Inc. John is licensed in Arizona and Texas. John specializes in providing financial planning and portfolio management for individuals. John has been in the financial services industry for over 25 years. John has a strong background in sales and customer service, and is committed to providing his clients with personalized financial advice. John is also an active member of the community, and is passionate about giving back.
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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AZ
06/10/2022 - Present
PFS Investments Inc. (SCOTTSDALE AZ)
BC
Issued 05/21/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/22/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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