Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Mallouk is an investment advisor representative at Creative Planning. Peter has been in the industry since 1998. Peter is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). Peter has a Series 7, Series 63, and Series 65 license. Peter has experience providing financial planning, portfolio management, and other investment advisory services to a variety of clients, including high-net-worth individuals, families, trusts, and businesses. Peter is also an attorney and provides estate planning and other legal services. Peter holds a bachelor's degree in business administration from the University of Kansas and a law degree from the University of Missouri-Kansas City.
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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KS
04/28/2006 - Present
Creative Planning (OVERLAND PARK KS)
KS
08/31/2009 - 04/30/2010
PURSHE KAPLAN STERLING INVESTMENTS (LEAWOOD KS)
NY
04/17/2002 - 04/07/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 07/18/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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