Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Andreas Klinkmueller is a financial advisor with over 28 years of experience in the industry. Peter is currently registered with LPL Financial LLC, Alera Investment Advisors, LLC and Strategic Retirement Plan Consultants, Inc. He has held licenses in both Massachusetts and New York, demonstrating his commitment to providing comprehensive financial services to clients. Peter has a strong background in providing investment advice and financial planning, offering his expertise to a wide range of clients, including individuals, families, businesses, and retirement plans.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
11/25/2013 - Present
LPL Financial LLC (ACTON MA)
NH
06/10/2009 - 12/09/2013
COMMONWEALTH FINANCIAL NETWORK (BEDFORD NH)
MA
11/14/1995 - 05/19/2009
ADP BROKER-DEALER, INC. (WALTHAM MA)
IA
Issued 12/16/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Klinkmueller is the right advisor for you? Invested Better is here to help.
