Unclaimed
Peter I Naylor is an investment advisor representative associated with PFS Investments Inc. Peter has been in the industry since October 1, 2001, and has been with PFS Investments Inc. since June 2001. Peter has Series 63 and Series 65 licenses, as well as Series 6 and Series 26 licenses. Peter's firm PFS Investments Inc. has offices in Duluth, GA and Camp Hill, PA. Peter is registered with the state of Maryland, North Carolina, and Pennsylvania.
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.
1
2
PA
12/10/2014 - Present
PFS Investments Inc. (CAMP HILL PA)
IA
Issued 10/15/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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