Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Mina is a financial advisor with over 40 years of experience in the industry. Peter is currently registered with Ameriprise Financial Services, LLC and has been with the firm since September 2005. Peter specializes in providing financial planning, portfolio management for individuals and businesses, and asset allocation services. He is also a Registered Representative and has a Series 6, 7, 24, 51, and 63 license. Peter has a proven track record of success in helping clients achieve their financial goals.
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.
Asset allocation services
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.
1
2
MA
06/24/2019 - Present
Ameriprise Financial Services, LLC (WORCESTER MA)
MN
06/04/1980 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
06/04/1980 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 05/27/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/17/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
BC
Issued 05/15/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Mina is the right advisor for you? Invested Better is here to help.
