Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Carlo is an investment advisor representative with over 20 years of experience in the financial services industry. Peter is registered with First Command Advisory Services in Silverdale, WA. Peter provides financial planning and portfolio management services to individuals, corporations and charitable organizations. Peter has passed the Series 6, Series 63, Series 65, and the SIE exams.
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.
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
WA
12/15/2015 - Present
First Command Advisory Services (Silverdale WA)
IA
Issued 03/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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