Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter David Maller is a financial advisor at Osaic Wealth, Inc. Peter has been in the industry since 1993. Peter holds the Series 6, 7, and 63 licenses as well as the SIE designation. Peter is registered in 38 states as a Broker-Dealer and in 2 states as an Investment Advisor. Peter is a Certified Financial Planner. Peter has experience in providing financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. Peter is also an insurance agent and has experience selling and servicing disability insurance, fixed annuities, long-term care insurance, and traditional life insurance.
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.
1
2
MD
01/24/2025 - Present
Osaic Wealth, Inc. (HUNT VALLEY MD)
IN
03/29/1993 - 04/21/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 09/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/26/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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