Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Wittry is a registered investment advisor representative with Russell Investments. Peter has been in the financial industry since 2007. Peter is licensed to provide investment advice in Washington and Wisconsin. Peter has a strong background in securities and investment products, with experience in providing investment advice to individuals, businesses, and investment companies.
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.
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.
Strategic management for diversified investment portfolios.
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.
% of revenue/intracompany agrmts and % of assets/advsmt
1
2
WI
09/16/2015 - Present
Russell Investments (Milwaukee WI)
WI
06/12/2014 - 06/17/2015
J.P. MORGAN SECURITIES LLC (MILWAUKEE WI)
WI
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (FOX POINT WI)
WI
02/28/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FOX POINT WI)
BOTH
Issued 06/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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