Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Isaac is a financial advisor who works at PFS Investments Inc. located in Allentown, PA. Peter has been working in the financial services industry since 2020. Peter is a registered representative and investment advisor representative. Peter has passed the Series 63, Series 65, Series 6TO, and SIE exams. Peter also holds a Doctor of Osteopathic Medicine degree and is self-employed, outside of working at PFS Investments Inc.
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
01/03/2023 - Present
PFS Investments Inc. (ALLENTOWN PA)
IA
Issued 09/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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