Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Anthony Finch has over 20 years of experience in the financial services industry. Peter is a Registered Representative of Commonwealth Financial Network and an Investment Advisor Representative of Commonwealth Financial Network. Peter is currently licensed to provide financial services in 18 states. Prior to joining Commonwealth Financial Network, Peter worked for MML Investors Services, LLC, Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. Peter provides financial planning and portfolio management for individuals, businesses, and charitable organizations. Peter holds the Series 6, 7, 63 and 65 licenses as well as the SIE. Peter is based in Suttons Bay, Michigan and also has an office in Manistee, Michigan.
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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MI
06/29/2015 - Present
Commonwealth Financial Network (Suttons Bay MI)
MI
10/24/2002 - 07/01/2015
MML INVESTORS SERVICES, LLC (SUTTONS BAY MI)
WI
11/29/2000 - 10/29/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
11/29/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 08/19/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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