Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Eickelberg is a financial advisor with over 20 years of experience in the industry. Peter is currently registered with Able Financial Group, LLC in Scottsdale, Arizona and has a Series 7, Series 6, Series 63, and Series 65 licenses. Peter holds the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations. Prior to joining Able Financial Group, LLC Peter worked for Wells Fargo Advisors Financial Network, LLC and Charles Schwab & Co., Inc. Peter provides financial planning, pension consulting, selection of other advisors, and portfolio management services to individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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AZ
01/12/2023 - Present
Able Financial Group, LLC (SCOTTSDALE AZ)
AZ
03/04/2022 - 02/07/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SCOTTSDALE AZ)
TX
02/09/2000 - 03/03/2006
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CT
08/12/1998 - 09/27/1999
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
BC
Issued 03/25/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/21/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/31/2022
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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