Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendon? Claim Your ProfileBrendon John Peters is a financial advisor with over 10 years of experience in the industry. Currently, Brendon is an investment advisor representative with Schwab Wealth Advisory, Inc., where Brendon works with individual and corporate clients. Brendon has a broad range of experience, having previously worked at PNC Investments, Cetera Investment Services LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp., and National Securities Corporation. Brendon holds Series 7, Series 63, Series 65, and SIE licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
CA
12/17/2020 - Present
Schwab Wealth Advisory, Inc. (SAN FRANCISCO CA)
IN
05/31/2019 - 11/25/2020
PNC INVESTMENTS (INDIANAPOLIS IN)
IN
07/06/2017 - 05/30/2019
CETERA INVESTMENT SERVICES LLC (INDIANAPOLIS IN)
IN
10/01/2012 - 07/12/2017
J.P. MORGAN SECURITIES LLC (ZIONSVILLE IN)
IL
12/12/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
08/06/2010 - 08/18/2011
SIGMA FINANCIAL CORPORATION (CHICAGO IL)
IL
05/05/2010 - 08/04/2010
NATIONAL SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 12/29/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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