Unclaimed
Peter Portu is a financial professional registered with PFS Investments Inc. Peter has been in the financial industry since July 26, 2006 and holds the Series 6 and SIE licenses. Peter is a licensed and registered representative in the state of Florida. Peter's previous employment history includes roles at PFS Investments Inc., State Farm VP Management Corp, and PFS Investments Inc. in Bloomington, IL, Duluth, GA and Duluth, GA respectively.
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
FL
06/10/2010 - Present
PFS Investments Inc. (CORAL SPRINGS FL)
GA
12/02/2004 - 12/31/2005
PFS INVESTMENTS INC. (DULUTH GA)
IL
03/15/2004 - 06/30/2004
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
GA
08/03/2001 - 01/30/2004
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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