Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pete? Claim Your ProfilePete Honiotes is a financial advisor with Creative Planning. Pete has been working in the financial industry for over 10 years. Pete has a Series 7 and Series 66 license and holds the Certified Financial Planner designation. Prior to joining Creative Planning, Pete worked with Northwestern Mutual Investment Services, LLC, Charles Schwab & Co., Inc. and Edward Jones. Pete's current registration is with the state of Oregon and he has specialized experience in areas including portfolio management for individuals, businesses, and pooled investment vehicles, financial planning, pension consulting, and providing educational seminars.
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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OR
08/02/2024 - Present
Creative Planning (Portland OR)
IN
08/17/2017 - 12/13/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (INDIANAPOLIS IN)
IN
09/16/2013 - 07/06/2017
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
IL
07/20/2012 - 08/06/2013
EDWARD JONES (MACOMB IL)
BOTH
Issued 08/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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