Unclaimed
Peter Vandenbroeck is an investment advisor representative with Carnegie Investment Counsel. Peter is based in Cleveland, Ohio. Peter has been in the industry for over 30 years. Peter has passed the Series 63, Series 65, Series 66 and Series 7 exams. Peter has also worked at Raymond James & Associates, Inc., BT ALEX. BROWN INCORPORATED, ALEX. BROWN & SONS INCORPORATED, DEUTSCHE MORGAN GRENFELL/C. J. LAWRENCE INC., KEMPER SECURITIES GROUP, INC. and PRESCOTT, BALL & TURBEN, INC. Peter is registered in the state of Ohio.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
OH
10/10/2017 - Present
Carnegie Investment Counsel (CLEVELAND OH)
OH
10/25/2006 - 05/13/2013
RAYMOND JAMES & ASSOCIATES, INC. (BEACHWOOD OH)
MD
09/01/1997 - 07/14/1998
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
11/01/1995 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
NY
01/20/1992 - 11/21/1995
DEUTSCHE MORGAN GRENFELL/C. J. LAWRENCE INC. (NEW YORK NY)
MO
09/04/1990 - 01/20/1992
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
10/22/1985 - 09/04/1990
PRESCOTT, BALL & TURBEN, INC.
BOTH
Issued 12/13/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/20/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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