Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Cisick is a financial professional with over 28 years of experience in the industry. Peter has a Series 6, Series 26, and Series 63 license and is a Chartered Financial Consultant. Peter is registered with ON Investment Management Co., and has been with them since 2004. Previously, Peter worked for a number of other firms including MetLife Securities, Inc., The O.N. Equity Sales Company, Carillon Investments, Inc., Hornor, Townsend & Kent, Inc., Ascend Financial Services, Inc., and W. S. Griffith & Co., Inc. Peter is dedicated to providing sound financial advice and guidance to clients. Peter offers a variety of financial services, including investment management, financial planning, and selection of other advisors. Peter is committed to working with clients to help them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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.
1
2
PA
04/19/2016 - Present
ON Investment Management Co. (Collegeville PA)
MA
04/04/2003 - 06/25/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/04/2003 - 06/25/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
OH
07/06/2000 - 04/15/2003
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
PA
04/22/1998 - 07/06/2000
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
MN
06/13/1995 - 05/06/1998
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
CT
11/07/1994 - 06/13/1995
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BC
Issued 09/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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