Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Andrew Liefer is an investment advisor representative at Commonwealth Financial Network. Peter has been in the financial services industry since 1977. Peter has a Series 63 and 66 license and also holds a Series 24. He is registered with the following states: Arizona, California, Colorado, Connecticut, Florida, Hawaii, Minnesota, Missouri, New Mexico, Oregon, Pennsylvania, South Carolina, Texas and Vermont. Prior to joining Commonwealth Financial Network, Peter was employed with Sentra Securities Corporation, Sutro & Co. Incorporated, Everen Securities, Inc., Bateman Eichler, Hill Richards, Incorporated, Drexel Burnham Lambert Incorporated, Paine Webber Incorporated, Paine, Webber, Jackson & Curtis Incorporated, H.C. Copeland and Associates Equities, Inc. and Anchor National Financial Services, Inc..
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
03/22/2004 - Present
Commonwealth Financial Network (PHOENIX AZ)
AZ
05/20/1999 - 03/15/2004
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
07/01/1993 - 05/19/1999
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
MO
09/04/1990 - 06/24/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
06/12/1989 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
10/18/1985 - 07/29/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
01/31/1980 - 10/22/1985
PAINEWEBBER INCORPORATED
NA
03/14/1979 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
NA
03/30/1978 - 07/18/1979
H. C. COPELAND AND ASSOCIATES EQUITIES, INC.
NA
04/01/1977 - 04/23/1979
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
BOTH
Issued 05/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/27/1982
Series 3 - National Commodity Futures Examination
BC
Issued 05/19/1979
Series 7 - General Securities Representative Examination
BC
Issued 03/26/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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