Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Lauter is a registered Investment Advisor Representative (IAR) with Waverly Advisors, LLC. Peter Lauter is registered with the state of Alabama and Florida. Peter Lauter has been in the industry since 2014 and has experience working with individuals, businesses, charitable organizations, and pension and profit-sharing plans. Waverly Advisors, LLC is a Registered Investment Advisor (RIA) firm that offers financial planning, portfolio management, and selection of other advisors. The firm primarily serves high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
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
FL
10/23/2024 - Present
Waverly Advisors, LLC (PENSACOLA FL)
IA
Issued 10/02/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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