Unclaimed
Peterson Decoteau is an active investment advisor representative registered with PFS Investments Inc., and is based in Freehold, NJ. Peterson Decoteau has been active in the financial industry since September 5, 2023, and is registered to advise clients in Connecticut, Delaware, Georgia, Maryland, Massachusetts, New Jersey, New York and Texas. Peterson Decoteau is a Series 63, Series 6TO and SIE licensed professional with over 8 years of experience in the financial services industry. Peterson Decoteau specializes in portfolio management for individuals.
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
NJ
09/06/2023 - Present
PFS Investments Inc. (FREEHOLD NJ)
BC
Issued 11/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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