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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter David Sentance is a financial advisor with ON Investment Management Co. Peter has been working in the financial industry since September 27, 1982. Peter is licensed in 14 states including Arizona, California, Colorado, Florida, Illinois, New Mexico, North Carolina, Oregon, South Carolina, Utah, Virginia and Washington. Peter has Series 63, SIE and Series 7 licenses. Peter is also a Chartered Financial Consultant. Peter is affiliated with ON Investment Management Co. where Peter has been working since May 2018. Peter has been working in the financial industry since 1982. Peter has experience with clients such as high net worth individuals, charitable organizations and pension and profit sharing plans. Peter is also affiliated with Cambridge Investment Research, Inc. where Peter worked since 2015. Peter has experience with clients such as individuals other than high net worth individuals, charitable organizations, and pension and profit sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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
CA
05/21/2018 - Present
ON Investment Management Co. (Los Angeles CA)
CA
06/03/2015 - 06/18/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (LOS ANGELES CA)
CA
01/31/2000 - 06/09/2015
EQUITY SERVICES, INC. (LOS ANGELES CA)
AZ
11/19/1989 - 12/31/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MA
08/23/1994 - 12/31/1994
MUTUAL SERVICE CORPORATION (BOSTON MA)
DE
01/08/1991 - 12/31/1994
PML SECURITIES COMPANY (NEWARK DE)
NA
01/20/1986 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
07/23/1984 - 01/24/1986
LOWRY FINANCIAL SERVICES CORPORATION
NA
03/13/1984 - 07/19/1984
FMS SECURITIES, INC.
NA
10/05/1983 - 04/16/1984
ROBERT C. LAU AND COMPANY, INC.
NA
08/26/1982 - 10/17/1983
UNIVERSITY SECURITIES CORPORATION
BC
Issued 04/24/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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