Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Fontana is an investment advisor representative at PFS Investments Inc. Peter has been working in the securities industry for over 17 years and has been with PFS Investments Inc. since August 2022. Peter is registered with the state of Texas as an Investment Advisor Representative and a Registered Representative. Peter has passed the Series 63, 65, and 26 exams.
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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TX
01/23/2023 - Present
PFS Investments Inc. (HOUSTON TX)
IA
Issued 12/05/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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