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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Barry Wolk is a financial advisor with over 40 years of experience in the industry. Peter is currently registered with Onedigital Investment Advisors. Peter is a Chartered Financial Consultant and holds several licenses including Series 63, Series 24, Series 7, and Series 1. Peter has previously worked with a number of financial institutions including Kingswood Capital Partners, LLC, Securities America, Inc., Securities Service Network, LLC, LPL Financial LLC and several others. Peter is registered in Florida, Massachusetts and Texas. Peter specializes in providing financial advice to individuals, families, businesses, and charitable organizations.
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.
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.
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.
1
2
FL
01/16/2024 - Present
Onedigital Investment Advisors (MIAMI BEACH FL)
CA
10/14/2020 - 07/28/2022
KINGSWOOD CAPITAL PARTNERS, LLC (SAN DIEGO CA)
FL
09/18/2020 - 10/22/2020
SECURITIES AMERICA, INC. (Miami FL)
FL
08/18/2014 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Miami FL)
FL
11/25/2002 - 08/27/2014
LPL FINANCIAL LLC (MIAMI BEACH FL)
NE
01/02/1996 - 12/12/2002
SECURITIES AMERICA, INC. (LAVISTA NE)
CA
05/08/1986 - 01/11/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
06/04/1982 - 01/14/1987
GENERAL AMERICAN LIFE INSURANCE COMPANY
NA
03/13/1985 - 05/19/1986
INTEGRATED RESOURCES EQUITY CORPORATION
NA
06/30/1980 - 03/21/1985
NML EQUITY SERVICES, INC.
NA
12/12/1979 - 03/05/1985
NEL EQUITY SERVICES CORPORATION
NA
03/10/1977 - 11/27/1979
NEW YORK LIFE VARIABLE CONTRACTS CORPORATION
BC
Issued 07/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1985
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1977
Series 1 - Registered Representative Examination
Active
Inactive
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