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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 Boyack is an investment advisor representative with Creative Planning. Peter is registered with the state of Washington as a Registered Investment Advisor (IA), and with Texas as an Approved Resident Registered Investment Advisor. Peter has been working in the financial services industry since 1993. Peter has passed the Series 6, Series 7, Series 31, and Series 66 exams. Peter also has experience with Fidelity Brokerage Services LLC and Citigroup Global Markets Inc. Peter is a Registered Investment Advisor who specializes in providing financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Peter also owns and manages a real estate business called 9 Miles, LLC in Sammamish, WA.
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.
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
KS
09/20/2011 - Present
Creative Planning (OVERLAND PARK KS)
FL
12/02/2002 - 05/12/2009
CITIGROUP GLOBAL MARKETS INC. (NAPLES FL)
RI
04/06/1993 - 11/06/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 07/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/26/1994
Series 7 - General Securities Representative Examination
BC
Issued 03/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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