Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Gregory has been providing financial services since 1980. Peter is currently registered with Independent Financial Partners and works out of the Edmond, Oklahoma branch. Peter has a wide range of experience in the financial industry, including working with LPL Financial LLC, Cetera Advisor Networks LLC, Calvert Securities Corporation, A.G. Edwards & Sons, Inc., Stifel, Nicolaus & Company, Incorporated, Smith Barney, Harris Upham & Co., Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Peter is a Certified Financial Planner and Chartered Financial Analyst. Peter offers financial planning, pension consulting and investment advice.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
OK
07/21/2016 - Present
Independent Financial Partners (Edmond OK)
OK
07/21/2016 - 05/23/2019
LPL FINANCIAL LLC (EDMOND OK)
OK
03/07/1994 - 07/22/2016
CETERA ADVISOR NETWORKS LLC (EDMOND OK)
MD
10/25/1989 - 03/08/1994
CALVERT SECURITIES CORPORATION (BETHESDA MD)
MO
12/05/1988 - 07/05/1989
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
07/05/1984 - 01/03/1989
STIFEL, NICOLAUS & COMPANY, INCORPORATED
NA
09/08/1982 - 07/06/1984
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
04/24/1980 - 09/30/1982
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 01/17/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/1990
Series 4 - Registered Options Principal Examination
BC
Issued 05/16/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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