Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Peart is a financial advisor with PFS Investments Inc. based in Clifton Park, NY. Michael has been in the financial industry for over 2 years. Michael holds Series 63, Series 65 and Series 6TO licenses. Michael also has experience with Investment Company Products/Variable Contracts Representative Examination. In addition to being a financial advisor, Michael is also involved in other business ventures including the sale of event entertainment, photobooth services, and loan products.
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
NY
09/05/2024 - Present
PFS Investments Inc. (CLIFTON PARK NY)
IA
Issued 08/13/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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