Unclaimed
Peter Alfred Nordenberg is a financial advisor with Raymond James Financial Services Advisors, Inc. in Mequon, WI. Nordenberg has been a registered representative in the securities industry since 2011, and has been registered with Gentian Financial, Inc. since 2022. Nordenberg's specializations include: Retirement Planning, College Savings Planning, Estate Planning, Insurance Planning, Tax Planning and Business Planning. Nordenberg is a member of the Financial Industry Regulatory Authority (FINRA), the Securities Investor Protection Corporation (SIPC), and the National Association of Insurance Commissioners (NAIC).
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
WI
02/20/2015 - Present
Raymond James Financial Services Advisors, Inc. (MEQUON WI)
WI
09/14/2011 - 11/18/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (MILWAUKEE WI)
BOTH
Issued 02/03/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Nordenberg is the right advisor for you? Invested Better is here to help.