Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Peterson is a financial advisor with PFS Investments Inc. Matthew has been in the industry since December 2009. Matthew is registered with the state of Virginia and is licensed to sell securities and investment advisory products. Matthew holds the Series 6, 26, 63, and 65 licenses. Matthew offers financial planning and portfolio management services 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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VA
01/23/2013 - Present
PFS Investments Inc. (VIENNA VA)
IA
Issued 01/10/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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