Unclaimed
Peter Tarnow has been in the financial services industry since June 2001. Peter is currently registered with Lincoln Douglas Investments, LLC in Mount Vernon, Ohio. Peter is also registered in New York and Florida. Prior to Lincoln Douglas Investments, LLC, Peter was a representative with Nationwide Securities, LLC. Peter specializes in Financial Planning and Portfolio Management for Individuals.
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.
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
OH
06/24/2020 - Present
Lincoln Douglas Investments, LLC (MT. VERNON OH)
NY
12/11/2000 - 10/07/2019
NATIONWIDE SECURITIES, LLC (CICERO NY)
NY
06/28/2000 - 09/13/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 03/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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