Unclaimed
Linda Peters is a financial professional with over 26 years of experience in the industry. Linda is currently registered with PFS Investments Inc. Linda has a Series 6, Series 26, and Series 63 license and is registered to provide financial advice in Arizona, California, Georgia, and Ohio. Linda is also registered as an Investment Advisor Representative in Ohio. Linda specializes in providing financial advice to individuals.
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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2
OH
11/02/2016 - Present
PFS Investments Inc. (LAKEWOOD OH)
BC
Issued 09/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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