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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 Eric Weitz is a financial advisor with over 20 years of experience in the industry. Peter has a strong background in securities and investment management, having held various roles at firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, Prime Capital Services, Inc. and Fusion Analytics Securities LLC. Peter holds the Series 7, Series 31, and Series 66 licenses. Peter currently works at Axxcess Wealth Management, LLC and Route 20 Private Wealth Inc., focusing on providing financial planning, portfolio management, and investment advisory services to individuals, corporations, and institutions. Peter is committed to helping clients achieve their financial goals through personalized investment strategies.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
03/05/2024 - Present
Axxcess Wealth Management, LLC (Fort Lauderdale FL)
FL
08/01/2011 - 03/01/2017
FUSION ANALYTICS SECURITIES LLC (CORAL SPRINGS FL)
FL
05/29/2009 - 11/24/2010
PRIME CAPITAL SERVICES, INC. (CORAL SPRINGS FL)
FL
11/19/2003 - 06/03/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL SPRINGS FL)
BOTH
Issued 12/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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