Unclaimed
Randy Peitz has been a registered representative since 1996 and is currently affiliated with PFS Investments Inc. Randy has licenses to offer investment advice and sell securities in Florida and North Dakota. Randy has passed the Securities Industry Essentials Examination, the Uniform Securities Agent State Law Examination and the Investment Company Products/Variable Contracts Representative Examination. Randy focuses on 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.
1
2
FL
08/13/1996 - Present
PFS Investments Inc. (MARGATE FL)
BC
Issued 08/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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