Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peder? Claim Your ProfilePeder Schmitz is an investment advisor representative with Corient, based in Seattle, Washington. Peder holds Series 7, Series 31 and Series 66 licenses. Peder's previous experience includes Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC. and Morgan Stanley DW INC. Peder has experience in financial planning, portfolio management for businesses, and portfolio management for individuals. Peder is registered to offer investment advisory services in Washington.
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
WA
02/20/2023 - Present
Corient (SEATTLE WA)
WA
10/23/2009 - 03/01/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)
WA
07/30/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SEATTLE WA)
NY
12/17/1999 - 08/06/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 01/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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