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Peter Frank Florio

PSF FINANCIAL SERVICES, INC.·WESTBURY, New York
SIE, Series 7, Series 63, Series 99TOChFCClean record16 years registeredPSF FINANCIAL SERVICES, INC.
1025 OLD COUNTRY ROAD,, WESTBURY, NY 11590CRD# 1500058Firm CRD# 288027

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter Frank Florio · WESTBURY, NY
Registration
CRD #1500058 · PSF FINANCIAL SERVICES, INC. · 16 years registered
Brand Profile
Not yet started
01

Career History

THE FLORIO WEALTH MANAGEMENT GROUP
Oct 2021 – present
MML INVESTORS SERVICES, INC.
Aug 2009 – Dec 2009
MELVILLE, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 99TO
Registration record
First registered · August 31, 2009
Years registered · 16
Professional designation · ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PSF FINANCIAL SERVICES, INC.
CRD 288027 · SEC 801-110390
Employees
4
Total firm employees
Services offered by PSF FINANCIAL SERVICES, INC.
Per Form ADV
Financial planning
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
High Net Worth Individuals
View all advisors at PSF FINANCIAL SERVICES, INC. →
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05

Frequently Asked Questions

What services does Peter Frank Florio offer?
Peter Frank Florio specializes in Financial Planning. Contact their office in WESTBURY, New York for a consultation.
What are Peter Frank Florio's credentials?
Peter Frank Florio holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Peter Frank Florio located?
Peter Frank Florio is based in WESTBURY, New York, working with PSF FINANCIAL SERVICES, INC.. Their office serves clients in the WESTBURY metropolitan area and surrounding communities.
How does Peter Frank Florio charge for services?
Peter Frank Florio's firm is compensated through hourly charges, subscription fees, other: applicant will receive solicitor fees from third-party advisers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PSF FINANCIAL SERVICES, INC.?
PSF FINANCIAL SERVICES, INC. has approximately 4 employees. The firm is registered with the SEC as an investment adviser.
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