Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter D. Horwitch is an investment advisor representative registered with J.W. Cole Advisors, Inc. Peter is registered in 17 states and has been in the financial services industry since 1987. Peter has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Peter provides financial planning, portfolio management, and other services to clients. Peter's background includes experience in insurance, real estate, and investment management.
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.
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.
Hourly & fixed rate 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.
1
2
CO
12/01/2014 - Present
J. W. Cole Advisors, Inc. (COLORADO SPRINGS CO)
CO
03/14/1988 - 12/08/2014
NEW ENGLAND SECURITIES (COLORADO SPRINGS CO)
NA
03/31/1987 - 03/21/1988
AMEV INVESTORS, INC.
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/30/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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