Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter C. Hafner is a financial professional with over 30 years of experience in the industry. Peter is currently registered with Next Financial Group, Inc. Peter has also held previous positions with First Allied Securities, Inc., A.G. Edwards & Sons, Inc., and Thomas James Associates, Inc. Peter is a Certified Financial Planner. Peter's professional experience includes providing financial planning, portfolio management, and insurance services. Peter is also a tax preparer. Peter's focus is on providing financial advice and guidance to individuals, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Seminar/workshop attendance fees
1
2
NY
12/22/2023 - Present
Next Financial Group, Inc. (WILLIAMSVILLE NY)
NY
06/01/2007 - 10/17/2017
FIRST ALLIED SECURITIES, INC. (WILLIAMSVILLE NY)
NY
07/19/1994 - 06/06/2007
A. G. EDWARDS & SONS, INC. (WILLIAMSVILLE NY)
NY
07/22/1992 - 07/20/1994
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
BC
Issued 07/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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