Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Arpad Trummer is a financial advisor with LPL Financial LLC, a firm that manages over $50 billion in assets. Peter is registered with the state of California and Texas and has been in the industry since June of 1998. Peter specializes in helping a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. Peter has a diverse background, having previously worked with Western International Securities, Inc. Peter also has a long history of providing insurance services through Peter Trummer Insurance. Peter has a broad set of licenses and certifications, including Series 66, Series 7, and the SIE Exam. Peter is committed to providing personalized financial advice to help clients meet 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.
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.
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CA
04/01/2024 - Present
LPL Financial LLC (TRUCKEE CA)
CA
03/23/2005 - 04/03/2024
WESTERN INTERNATIONAL SECURITIES, INC. (Truckee CA)
KS
06/11/1998 - 03/28/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 06/19/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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