Unclaimed
Petar Skobic is a financial advisor registered with PFS Investments Inc., a firm with a strong commitment to providing financial guidance and support. Petar specializes in investment solutions and holds several industry certifications, including the Series 6TO and SIE exams. With a focus on individual clients, Petar offers a personalized approach to portfolio management, tailoring strategies to meet each client's unique financial 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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2
CA
04/22/2024 - Present
PFS Investments Inc. (CRESTLINE CA)
BC
Issued 05/11/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/15/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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