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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 Charles Speros is a financial advisor with Creative Planning. Peter has been in the financial services industry for over 25 years. Peter is a Certified Financial Planner and holds Series 6, 7, 22, 63, and 65 licenses. Peter is registered in Florida and Virginia. Creative Planning is a registered investment advisor with offices in Overland Park, Kansas, McLean, Virginia, and Naples, Florida. Creative Planning provides financial planning, portfolio management, and other financial services to individuals, families, and businesses.
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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2
KS
04/27/2021 - Present
Creative Planning (OVERLAND PARK KS)
NJ
02/14/2003 - 10/01/2004
HARRISDIRECT LLC (JERSEY CITY NJ)
VA
12/18/2000 - 04/02/2001
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
VA
11/05/1998 - 12/31/1998
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
VA
12/13/1996 - 12/31/1996
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
VA
11/04/1985 - 12/31/1994
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
IA
Issued 06/22/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
BC
Issued 02/20/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/01/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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