Unclaimed
Peter Cote is a financial professional with over 20 years of experience in the industry. Peter currently works for PFS Investments Inc., where Peter has been employed since January 24, 2001. Peter holds the Series 6 license, as well as the Securities Industry Essentials (SIE) Examination. Peter is registered in Florida and has been working with clients in the state since January 29, 2001. Peter is dedicated to helping clients achieve their financial 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.
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
01/24/2001 - Present
PFS Investments Inc. (FT MYERS FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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