Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Alan Lynch is a financial advisor with Henssler Financial in Kennesaw, GA. Peter has been in the industry since 1990. Peter has a total of 22 years of experience in the financial services industry. Peter has passed the following exams: Series 63, Series 65, Series 66, Series 7, Series 9, Series 10 and SIE. Peter has also worked at ALPS Distributors, Inc., Fidelity Brokerage Services LLC, and Charles Schwab & Co., Inc.
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.
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.
Strategic management for diversified investment portfolios.
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
GA
05/25/2021 - Present
Henssler Financial (KENNESAW GA)
GA
07/28/2016 - 05/24/2019
ALPS DISTRIBUTORS, INC. (KENNESAW GA)
GA
10/16/2015 - 05/25/2016
FIDELITY BROKERAGE SERVICES LLC (ATLANTA GA)
GA
03/10/2003 - 08/17/2015
CHARLES SCHWAB & CO., INC. (ATLANTA GA)
NA
04/15/1991 - 08/01/1994
CHARLES SCHWAB & CO., INC.
NA
10/08/1990 - 02/04/1991
PACIFIC SOUTHERN SECURITIES, INC.
BOTH
Issued 06/16/2003
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/05/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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