Unclaimed
Peter E Ledebuhr is a financial advisor registered with LPL Financial LLC. Peter has been in the financial services industry since July 19, 2000. Peter's professional experience includes time with UBS Paine Webber Inc., Citicorp Investment Services and Citigroup Global Markets Inc. Peter is currently registered with LPL Financial LLC. Peter offers advisory services to individuals, businesses and other institutions, including pension consulting, financial planning and portfolio management.
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.
Consulting and other non-discretionary advisory services
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
IL
07/11/2012 - Present
LPL Financial LLC (NAPERVILLE IL)
IL
05/29/2007 - 12/10/2009
CITIGROUP GLOBAL MARKETS INC. (BLOOMINGDALE IL)
IL
01/14/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (BLOOMINGDALE IL)
NJ
07/19/2000 - 01/30/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 08/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Ledebuhr is the right advisor for you? Invested Better is here to help.