Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Brearley is a financial advisor who has been in the industry since 1994. Peter is currently registered with Financial Advisors of Virginia and is licensed to provide investment advice in Virginia. Peter also holds licenses to sell health, long term care, and life insurance. Peter has held previous roles with Securities America, Inc. and Securities Service Network, LLC. The firm, Financial Advisors of Virginia, manages approximately $47,986,225 in assets for clients. Peter primarily works with high-net-worth individuals and individuals other than high-net-worth. The firm's services include financial planning and portfolio management for individuals.
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.
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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VA
11/12/1998 - Present
Financial Advisors OF Virginia (Midlothian VA)
VA
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Midlothiam VA)
VA
07/27/1998 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Midlothiam VA)
NE
09/09/1994 - 07/29/1998
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
Issued 12/19/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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