Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Carlin Stockett is an investment advisor representative associated with Brokers International Financial Services, LLC. Peter has been in the financial services industry since October 3, 2001. Peter is currently registered with the state of Pennsylvania. Peter is licensed to offer investment advice to individuals, corporations, and charitable organizations. Peter has worked with clients who have assets ranging from $4,782,647 to $2,314,650,488. Peter’s firm offers financial planning, portfolio management for individuals, publication of periodicals, and selection of other advisers.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Percentage of assets managed by third-party advisor firms
1
2
PA
11/10/2009 - Present
Brokers International Financial Services, LLC (Selinsgrove PA)
PA
11/04/2003 - 11/12/2009
WOODBURY FINANCIAL SERVICES, INC. (SELISGROVE PA)
WI
11/15/2002 - 06/09/2003
INVEST FINANCIAL CORPORATION (APPLETON WI)
NJ
12/05/2001 - 11/14/2002
FUTURESHARE FINANCIAL LLC (JERSEY CITY NJ)
IN
05/10/2001 - 12/05/2001
CONSECO SECURITIES, INC. (CARMEL IN)
BC
Issued 05/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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