Unclaimed
Peter Dickenson is a financial professional with over 10 years of experience in the financial services industry. Peter is currently registered with PFS Investments Inc. as a registered representative and investment advisor representative. Peter has passed the Series 6, Series 63, Series 65, and Series 26 exams, and holds a SIE designation. Peter also has experience with Primerica Financial Services and Bank of America. Peter is able to provide financial services including portfolio management for individuals. Peter is registered in Florida, Georgia, Maryland, Massachusetts, New Jersey and New York.
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
07/02/2019 - Present
PFS Investments Inc. (FREEPORT NY)
IA
Issued 06/13/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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