Peter Van Der Voorn (CRD# 7381098) is an Investment Advisor Representative working at Professional Financial in Pittsford, NY and has 1 year of experience in the finance industry. Peter Van Der Voorn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| H&r Block | Geneseo, NY | Jan 2020 - Current | 4 |
| Professional Financial Strategies, Inc. | Pittsford, NY | Jan 2003 - Current | 21 |
- NY
-
Total Assets Under Management192MILLIONS
-
Total Number of Accounts439ACCOUNTS
-
Average Account Value$436,318
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
NH, NY
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