Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Breitsch is a Registered Representative and Investment Adviser Representative associated with PFS Investments Inc. Peter has been in the financial industry for over 10 years and holds the Series 66, Series 7, and SIE licenses. Peter has worked with both AXA Advisors, LLC and Thrivent Investment Management Inc. in the past. Peter is located in Amherst, NY and has experience working with individuals, corporations, charitable organizations, and high-net-worth individuals. Peter offers portfolio management for individuals, and compensation is based on a percentage of assets under management.
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
NY
08/03/2021 - Present
PFS Investments Inc. (AMHERST NY)
NY
07/19/2013 - 01/13/2017
AXA ADVISORS, LLC (WILLIAMSVILLE NY)
NY
02/19/2010 - 07/11/2013
THRIVENT INVESTMENT MANAGEMENT INC. (BUFFALO NY)
BOTH
Issued 04/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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