Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Johnson is a financial advisor with over 30 years of experience in the industry. Peter has a broad range of experience, having worked with firms such as Securities America, Inc., Securities Service Network, LLC, and Liberty Securities Corporation. Peter is currently affiliated with Osaic Wealth, Inc. and provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and pension and profit-sharing plans. Peter is also licensed in several states and is committed to helping clients achieve their financial goals.
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.
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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2
NY
10/02/2024 - Present
Osaic Wealth, Inc. (WEST SENECA NY)
NY
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (WEST SENECA NY)
NY
03/05/1998 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (WEST SENECA NY)
NY
03/24/1997 - 12/31/1997
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
MN
03/21/1989 - 03/25/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/21/1989 - 03/25/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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