Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Cook Rubincam is a financial advisor with over 20 years of experience in the industry. Peter is currently registered with Osaic Wealth, Inc. Previously, Peter was with TRIAD ADVISORS LLC and JANNEY MONTGOMERY SCOTT LLC. Peter is licensed to provide investment advice and products in several states, including Colorado, Oregon, Pennsylvania, Texas, and Virginia. Peter is a highly experienced advisor with a deep understanding of the financial markets. Peter is committed to providing personalized financial planning and investment management services to help clients 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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2
PA
08/23/2024 - Present
Osaic Wealth, Inc. (ERDENHEIM PA)
PA
02/05/2010 - 08/23/2024
TRIAD ADVISORS LLC (ERDENHEIM PA)
PA
07/21/2003 - 02/12/2010
JANNEY MONTGOMERY SCOTT LLC (BLUE BELL PA)
PA
02/17/1999 - 07/30/2003
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 09/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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