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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Michael Peters is a financial advisor with Corient. John is a Certified Financial Planner and a Chartered Financial Analyst. John has over 10 years of experience in the financial services industry and has worked for several firms including TD Ameritrade, Inc., Berkeley Capital Securities, L.L.C., Gupta Wealth Management, Pure Financial Advisors, Inc., Dowling & Yahnke, LLC and Northern Trust Corporation. John is licensed to provide investment advice in California and Texas. Corient is a financial services firm that provides a range of services including financial planning, portfolio management, and investment advisory services. Corient has a total of 1341 clients and manages approximately $118 billion in assets.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
CA
11/21/2023 - Present
Corient (San Diego CA)
CA
12/23/2010 - 11/07/2011
TD AMERITRADE, INC. (SAN DIEGO CA)
CA
04/19/2010 - 01/03/2011
BERKELEY CAPITAL SECURITIES, L.L.C. (SAN FRANCISCO CA)
BC
Issued 04/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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