Unclaimed
Peter Coules is a financial advisor with PFS Investments Inc. based in Aurora, Illinois. Peter has been in the financial services industry since 1992. Peter is registered with the state of Illinois and holds Series 6, 26 and 63 licenses. Peter has worked for PFS Investments Inc. since 1997 and is committed to providing his clients with personalized financial advice.
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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2
IL
01/09/2006 - Present
PFS Investments Inc. (AURORA IL)
IL
01/31/1997 - 12/31/2005
PFS INVESTMENTS INC. (LISLE IL)
GA
07/27/1992 - 12/31/1996
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 10/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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