Unclaimed
Sean Michael Peotter is a financial professional with PFS Investments Inc., a company that provides financial services. Sean Michael Peotter is based in Redlands, CA and has been working in the industry since March 2019. He has passed the Securities Industry Essentials Examination (SIE), Investment Company Products/Variable Contracts Representative Examination (Series 6TO) and Uniform Securities Agent State Law Examination (Series 63). Sean Michael Peotter specializes in investments and can help clients with financial planning.
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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CA
03/25/2019 - Present
PFS Investments Inc. (REDLANDS CA)
BC
Issued 04/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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