Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Karp is a registered investment advisor representative with Miracle Mile Advisors, LLC, in Sausalito, CA. Peter has been in the financial services industry for over 30 years, previously working at INFINITY FINANCIAL SERVICES and FINANCIAL TELESIS INC. Peter is also a board member of Elder Givers, a San Francisco-based nonprofit. Peter is committed to providing clients with personalized financial advice and helping 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.
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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CA
12/05/2022 - Present
Miracle Mile Advisors, LLC (Sausalito CA)
CA
08/22/2014 - 01/03/2023
INFINITY FINANCIAL SERVICES (Sausalito CA)
CA
08/07/2014 - 08/22/2014
MUTUAL SECURITIES, INC. (San Francisco CA)
CA
06/08/2004 - 08/08/2014
FINANCIAL TELESIS INC (SAN FRANCISCO CA)
NY
05/05/1993 - 05/12/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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