Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Augustine has over 25 years of experience in the financial services industry. Peter is a registered representative of LPL Financial and an Investment Advisor Representative for Great Valley Advisor Group, Inc. Peter offers a variety of financial services to individuals, families, and businesses including financial planning, investment management and portfolio management. Peter is committed to providing his clients with personalized financial advice and guidance to help them reach 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.
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 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.
A percentage of the total value of assets under management is charged.
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2
DE
05/08/2023 - Present
Great Valley Advisor Group, Inc. (WILMINGTON DE)
PA
07/02/2013 - 05/17/2023
WELLS FARGO CLEARING SERVICES, LLC (WARMINSTER PA)
PA
12/20/2011 - 07/08/2013
PNC INVESTMENTS (BENSALEM PA)
PA
03/31/2010 - 12/16/2011
CCO INVESTMENT SERVICES CORP. (NORTH WALES PA)
PA
09/19/2005 - 02/16/2010
WELLS FARGO ADVISORS, LLC (YARDLEY PA)
OH
03/15/2000 - 04/28/2005
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NJ
01/04/1999 - 03/15/2000
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
RI
01/02/1998 - 01/04/1999
CPA ADVISORS NETWORK, INC. (PROVIDENCE RI)
NE
08/26/1996 - 01/14/1998
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
Issued 04/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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