Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Daniel Walkey is a financial advisor at USI Advisors. Peter has been in the financial services industry since 1998. Peter has experience in helping a variety of clients including corporations, insurance companies, and pension and profit-sharing plans. Peter has passed the Series 6, 63, 65, and SIE exams. Peter has held prior positions at NATIONAL PLANNING CORPORATION, DFP EQUITIES, INC., MUTUAL OF OMAHA INVESTOR SERVICES, INC., SENTRY EQUITY SERVICES, INC., THE GREAT-WEST LIFE ASSURANCE COMPANY, Lighthouse Leadership, ARGI Investment Services, ProCourse Fiduciary Advisors LLC, CBIZ Investment Advisory Services, LLC, ProCourse Fiduciary Advisors, K2A, LLC dba Witkemper Insurance Group, Witkemper Financial, American United Life, and OneAmerica Securities. Peter is registered as an investment advisor representative in Indiana. Peter also offers coaching services outside of the financial services industry.
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.
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.
Seminars and consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
04/08/2024 - Present
USI Advisors (GLASTONBURY CT)
IN
05/03/2012 - 05/31/2013
NATIONAL PLANNING CORPORATION (INDIANAPOLIS IN)
VA
11/15/2007 - 04/25/2012
DFP EQUITIES, INC. (VIENNA VA)
NE
09/22/1998 - 06/28/2002
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
WI
10/27/1995 - 06/03/1997
SENTRY EQUITY SERVICES, INC. (STEVENS POINT WI)
CO
07/13/1994 - 08/02/1995
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
BC
Issued 06/10/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/29/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/04/2024
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Walkey is the right advisor for you? Invested Better is here to help.
