Unclaimed
Peter Burgett is a financial advisor with over 19 years of experience. Peter currently works with The Huntington Investment Co. Peter has been a registered representative with the firm since April 2019. Peter is registered with the Financial Industry Regulatory Authority (FINRA), the Securities Investor Protection Corporation (SIPC) and the state of Michigan. Peter also holds the Series 7, Series 63, Series 66, and SIE exams. Peter has experience with various investment strategies. Peter's client base includes individuals, high-net-worth individuals, corporations, 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.
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.
A percentage of the total value of assets under management is charged.
1
2
MI
04/08/2019 - Present
THE Huntington Investment Co. (BRIGHTON MI)
MI
12/06/2016 - 03/27/2019
SECURIAN FINANCIAL SERVICES, INC. (Novi MI)
NY
05/24/2013 - 04/29/2015
CHIMERA SECURITIES, LLC (NEW YORK NY)
NY
05/03/2006 - 01/07/2008
OPUS TRADING FUND LLC (JERICHO NY)
NY
03/07/2001 - 03/16/2004
SCHONFELD SECURITIES, LLC (JERICHO NY)
BOTH
Issued 12/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/06/2001
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
Not sure Peter Burgett is the right advisor for you? Invested Better is here to help.