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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 Clayton Viles is a financial advisor with Osaic Wealth, Inc. located in Scottsdale, Arizona. Peter has been a registered representative in the securities industry since 1999. Peter has experience providing financial advice to individuals, high-net-worth individuals, and small businesses. Peter is a strong advocate for his clients and is dedicated to 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.
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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AZ
08/23/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
04/09/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
04/09/2021 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
05/16/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
05/16/2019 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
05/16/2019 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
OK
10/06/2005 - 03/08/2018
SCOTTRADE, INC. (TULSA OK)
IL
02/24/2003 - 05/09/2005
GREAT POINT CAPITAL LLC (CHICAGO IL)
IL
04/20/2001 - 06/06/2002
STARFN (CHICAGO IL)
IL
02/28/2001 - 09/07/2001
BLUESUIT SECURITIES, INC. (CHICAGO IL)
TX
11/10/1999 - 12/05/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 02/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 03/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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