Unclaimed
Peter Bulat is a registered representative with Northwestern Mutual Investment Services, LLC. Peter joined the firm in February 2024 and is licensed to provide investment advice in Pennsylvania and New Jersey. Peter specializes in providing investment research and referrals to other advisors.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
PA
02/17/2024 - Present
Northwestern Mutual Investment Services, LLC (LANCASTER PA)
BC
Issued 03/18/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/30/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Peter Bulat is the right advisor for you? Invested Better is here to help.