Mitja M Peterman

Employer firm

Pfs Investments Inc. CRD 10111

$15.5B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2010 → Present
  Pfs Investments Inc
  Houston, TX
• 06/2009 → Present
  Primerica Financial Services
  Houston, TX

Other Businesses

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. Rental Property, Not Investment Related, 2327 Albans Rd, Houston, TX 77005, Nature of Business: Apartment rental, Position/Title: Owner, 11/2025 to Present, 1-2 hours committed per month (0 hours during securities trading hours). Mitja Peterman, Not Investment Related, Houston, Texas, 77005, Ownership/Property Owner, 1 hours committed per month, 0 hours during securities trading hours. Ap & Associates, LLC/Sole Owner, Not Investment Related, 1 Jackson Creek Rd PMB 2328, Montana City, 59634, Personal Estate Planning Purposes, 02/2024 To Present, Spends 1 Hour Per Month (0 During Securities Trading Hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-11-15
• S63 Uniform Securities Agent State Law Examination
  2010-07-09

Other Names

• Mitja M Peterman