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 Vander ploeg is a financial advisor with over 10 years of experience in the financial services industry. Peter currently works at Captrust, where they specialize in financial planning, portfolio management, and pension consulting. Peter has held previous positions at Fidelity Brokerage Services LLC and Wilson-Davis & Co., Inc. Peter has passed the Series 63, Series 66, Series 7, and Series 55 exams, as well as the Securities Industry Essentials Examination. Peter is also a Certified Financial Planner.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CO
11/25/2020 - Present
Captrust (LONE TREE CO)
CO
08/02/2013 - 04/04/2018
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
UT
02/02/2011 - 01/02/2013
WILSON-DAVIS & CO., INC. (SALT LAKE CITY UT)
BOTH
Issued 11/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2011
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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