Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Blake Salkins is a financial advisor with Integrated Wealth Concepts LLC. Peter has been in the industry since August 4, 2001. Peter provides financial planning and portfolio management services to individuals and families. Peter has a Certified Financial Planner designation. Peter's current registration status is Active in both Broker-Dealer and Investment Advisor. Peter's prior employment history includes working for Lincoln Financial Advisors Corporation, Lincoln Financial Securities Corporation, 1717 Capital Management Company, and Morgan Stanley DW Inc.
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.
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.
1
2
MA
10/17/2016 - Present
Integrated Wealth Concepts LLC (WALTHAM MA)
MA
02/27/2009 - 10/11/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (WALTHAM MA)
MA
04/11/2005 - 05/29/2009
LINCOLN FINANCIAL SECURITIES CORPORATION (WALTHAM MA)
DE
11/24/2003 - 04/04/2005
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
06/29/2001 - 10/23/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 07/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 06/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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