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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 Carl Munson is an Investment Advisor Representative with Wells Fargo Advisors Financial Network, LLC. Peter has been in the industry since 1999 and has a strong track record of success. Peter's areas of specialization include retirement planning, financial planning, and investment management. Peter has a strong commitment to providing personalized advice and solutions to help clients reach their financial goals. Peter is dedicated to providing a high level of service and building strong relationships with clients.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
04/22/2024 - Present
Wells Fargo Advisors Financial Network, LLC (NEGAUNEE MI)
MI
08/26/2019 - 04/29/2024
LPL FINANCIAL LLC (MARQUETTE MI)
MI
01/03/2011 - 08/27/2019
WELLS FARGO CLEARING SERVICES, LLC (MARQUETTE MI)
MI
03/03/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (ESCANABA MI)
MI
07/11/2000 - 03/07/2006
EDWARD JONES (MARQUETTE MI)
TX
07/15/1999 - 05/17/2000
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 09/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/14/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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