Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Gobis is a financial advisor with Edward Jones, a firm that manages approximately $10 billion to $50 billion in assets for their clients. Peter has been in the industry since 2004 and works with a variety of clients, including individuals, businesses, and charities. Peter is registered to provide securities advice in 20 states, as well as provide investment advice in Texas and Rhode Island. Peter is committed to providing his clients with personalized financial advice to help them reach their 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
RI
08/26/2020 - Present
Edward Jones (East Greenwich RI)
GA
04/20/2004 - 03/29/2005
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 02/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/03/2019
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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