Peter Market, CFS®
Clifton, Virginia, 20124
Member Since 2006
Our firm feels strongly that ALL consumers should have access to competent, ethical, independent advice and solutions to assist them in reaching their financial goals. Market Financial Services, LLC works closely with each client to fully understand their needs and concerns before making any recommendations. We believe all client's financial situations are as unique as they are; no two are alike.
My Location
Background Information
Years of Financial Experience
- 16
Certifications and Designations
- CFS®
Association Memberships
- NAIFA
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee
- Investment Services: Asset-based fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- First Clearing
- Huntington National Bank HNB
- Fidelity
Types of Financial Reports
- Performance Report (Semi-Annually)
- Market Environment Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them annually and upon request
- I review my clients' investment portfolios with them annually and upon request
Registration & Licensing
- CRD/IARD Number: 2878646
- Securities Registrations: Series 65, Series 63, Series 6
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability
Company Names
- Registered Investment Advisor: SPC
- Broker/Dealer: Sammons Securities
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Maryland
- North Carolina
- Pennsylvania
- Virginia
- WDC
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Tax, Current Review, Risk Management
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Active Managers, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Disability Income
Visit Website - http://www.marketfs.com
