Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Weil is a financial advisor with over 40 years of experience in the industry. Peter is registered with LPL Financial LLC and holds a Series 66 license as well as several other licenses. In addition to being registered with LPL Financial LLC, Peter has worked with several other firms including RBC Capital Markets, LLC, A. G. Edwards & Sons, Inc., B & L Securities Corporation, and American Growth Fund Sponsors, Inc. Peter currently provides advisory services for individual and business clients. He is also involved with various other business activities including Vinyassa Sailing LLC, Peter Weil Financial Group, LLC and Golden B Farm.
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.
Consulting and other non-discretionary advisory services
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.
1
2
FL
12/07/2015 - Present
LPL Financial LLC (SAINT PETERSBURG FL)
FL
06/15/2007 - 09/25/2015
RBC CAPITAL MARKETS, LLC (ST. PETERSBURG FL)
CO
01/18/1982 - 06/18/2007
A. G. EDWARDS & SONS, INC. (DENVER CO)
NA
06/11/1981 - 12/08/1981
B & L SECURITIES CORPORATION
NA
05/18/1981 - 07/22/1981
AMERICAN GROWTH FUND SPONSORS, INC.
BOTH
Issued 04/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1982
Series 5 - Interest Rate Options Examination
BC
Issued 05/16/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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