Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Gottlieb is a registered investment advisor with North Star Investment Management Corp. in Chicago, Illinois. Peter has been in the industry since January 1990 and has held positions with several firms, including First Albany Corporation, Oppenheimer & Co., Inc., and Rodman & Renshaw Inc. Peter has a wide range of experience in the financial services industry and is a highly qualified investment advisor. Peter has passed the Uniform Investment Adviser Law Examination, the Uniform Securities Agent State Law Examination, and the General Securities Principal Examination. Peter Gottlieb specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Peter Gottlieb also offers financial planning, pension consulting, and selection of other advisers.
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.
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.
Strategic management for diversified investment portfolios.
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
IL
05/12/2003 - Present
North Star Investment Management Corp. (CHICAGO IL)
IL
11/01/2016 - 11/21/2018
MID ATLANTIC CAPITAL CORPORATION (CHICAGO IL)
IL
07/10/2003 - 11/01/2016
NORTH STAR INVESTMENT SERVICES, INC. (CHICAGO IL)
NY
05/23/1997 - 07/07/2003
FIRST ALBANY CORPORATION (NEW YORK NY)
NY
04/19/1993 - 05/30/1997
OPPENHEIMER & CO., INC. (NEW YORK NY)
IL
01/19/1990 - 05/05/1993
RODMAN & RENSHAW INC. (CHICAGO IL)
NY
01/19/1990 - 01/24/1990
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 03/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Peter Gottlieb is the right advisor for you? Invested Better is here to help.
