Unclaimed
Peter Kranenburg is a financial advisor with over 25 years of experience in the industry. Peter is currently registered with Osaic Wealth, Inc. in Utah and Texas. Peter has previously been registered with several other firms including SAGEPOINT FINANCIAL, INC., NEXT FINANCIAL GROUP, INC., MONY SECURITIES CORPORATION, TRUSTED SECURITIES ADVISORS CORP., NATIONAL PLANNING CORPORATION, ROYAL ALLIANCE ASSOCIATES, INC., and WMA SECURITIES, INC. Peter is dedicated to providing financial planning, portfolio management, and other advisory services to individuals, families, and businesses.
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.
1
2
UT
09/01/2023 - Present
Osaic Wealth, Inc. (LEHI UT)
UT
08/31/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LEHI UT)
UT
01/07/2005 - 09/06/2018
NEXT FINANCIAL GROUP, INC. (LEHI UT)
NY
12/02/2003 - 12/31/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
08/13/2002 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
CA
06/21/1999 - 08/07/2002
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
AZ
07/25/1996 - 06/28/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
02/13/1996 - 07/02/1996
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 12/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2016
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 08/17/2000
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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