Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Charles Bohrofen is a Registered Investment Advisor representative with Waverly Advisors, LLC in Birmingham, Alabama and Hamilton, Ohio. Peter has been a Registered Investment Advisor for 15 years and is also registered in Ohio with 9258 Wealth Management, LLC. Peter has worked at various financial institutions in the past including Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and 9258 Wealth Management, LLC. Peter is registered as an investment advisor representative for both Waverly Advisors, LLC and 9258 Wealth Management, LLC. Peter has passed the Series 66, Series 7 and SIE exams. Peter specializes in providing financial planning, pension consulting and portfolio management services to individuals, businesses, investment companies, pooled investment vehicles 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.
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.
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AL
10/22/2024 - Present
Waverly Advisors, LLC (BIRMINGHAM AL)
OH
07/27/2009 - 04/04/2018
WELLS FARGO CLEARING SERVICES, LLC (CINCINNATI OH)
BOTH
Issued 08/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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