Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Wargo is a financial advisor with Modern Wealth Management, LLC. Peter is a registered representative with FINRA and a registered investment advisor. Peter has been in the financial services industry since 2016. Peter holds the Series 66, Series 7, and SIE securities licenses.
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.
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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MI
08/25/2023 - Present
Modern Wealth Management, LLC (Troy MI)
MI
01/15/2016 - 06/26/2017
NATIONAL PLANNING CORPORATION (Troy MI)
BOTH
Issued 04/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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