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 Lantz is an investment advisor representative at AE Wealth Management, LLC. Peter is licensed in Massachusetts and is also registered with the state to provide investment advice. Peter has been in the securities industry for over 8 years and has experience with insurance sales and services, home and auto insurance sales and services, and real estate. Peter has passed the Series 6, Series 63, and Series 65 exams. Peter is also a volunteer firefighter.
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.
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MA
12/14/2018 - Present
AE Wealth Management, LLC (Dartmouth MA)
MA
08/21/2014 - 12/09/2016
HORACE MANN INVESTORS, INC. (Dartmouth MA)
MA
03/21/2011 - 08/09/2011
PRUCO SECURITIES, LLC. (NEEDHAM MA)
IA
Issued 10/23/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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