Unclaimed
Martin Peters is a financial advisor with Centaurus Financial, Inc. with more than 20 years of experience in the financial services industry. Martin's expertise includes financial planning, portfolio management for individuals and businesses, as well as pension consulting. Martin is a licensed professional in a number of states, including Colorado, Florida, Georgia, Idaho, Iowa, Michigan, North Carolina, Vermont and Virginia. Martin also owns a tax and accounting firm.
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.
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2
MI
02/11/2020 - Present
Centaurus Financial, Inc. (Grosse Pointe Woods MI)
MI
11/01/2005 - 12/31/2007
WRP INVESTMENTS, INC. (GROSS POINTE MI)
NY
01/04/2005 - 11/03/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
07/28/2004 - 01/05/2005
MUTUAL SERVICE CORPORATION (BOSTON MA)
CT
08/20/2003 - 06/23/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
SC
08/03/2000 - 08/01/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 10/18/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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