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Sarah Peters

PFS Investments Inc.

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About Sarah Peters

Sarah Peters is a registered representative with PFS Investments Inc. with a focus on portfolio management for individuals. Sarah has been in the financial services industry since 2015. Sarah is licensed to provide investment advisory services in Georgia. Sarah is a graduate of the University of Georgia with a degree in Finance.

Firm Information

Sarah Peters is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sarah Peters’s Registration & Firm History

GA

06/05/2018 - Present

PFS Investments Inc. (DULUTH GA)

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Licenses & Designations

BOTH

Issued 04/27/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/15/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sarah Peters.
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