Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Chen Trinh is a financial advisor with over nine years of experience in the financial services industry. Peter has a strong background in providing financial planning, investment consulting, and portfolio management services to individuals, families, and charitable organizations. Peter is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, 7, and 63 licenses. Peter is currently registered with Wealth Architects, LLC, a firm that specializes in providing comprehensive financial planning and investment management services to high-net-worth individuals, families, and charitable organizations. Prior to joining Wealth Architects, Peter worked as a financial advisor at Northwestern Mutual Investment Services, LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
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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CA
01/29/2024 - Present
Wealth Architects, LLC (MOUNTAIN VIEW CA)
CA
09/24/2015 - 02/05/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (San Jose CA)
BC
Issued 02/13/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/24/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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