Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Klingsmith is a financial advisor at State Farm Investment Management Corp., located in Basalt, Colorado. Peter has been in the financial services industry since 2009, and has held previous positions with NYLIFE SECURITIES LLC in Denver, Colorado and Community Banks of Colorado in Grand Junction and Montrose, Colorado. Peter is a Chartered Financial Consultant and holds Series 6, Series 6TO and SIE licenses. Peter also owns and operates Pete Klingsmith Insurance Agency and volunteers with the Gunnison Volunteer Fire Department.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CO
09/26/2022 - Present
State Farm Investment Management Corp. (Basalt CO)
CO
11/20/2009 - 01/19/2011
NYLIFE SECURITIES LLC (DENVER CO)
BC
Issued 04/13/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/26/2020
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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