Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Dahlstrom is a financial advisor with Osaic Wealth, Inc., a firm with a long history of providing financial planning and investment management services. Peter has been in the industry for over 30 years, having begun their career in 1987. Peter's expertise includes financial planning, investment management, insurance and retirement planning. Peter is registered as a Registered Representative (RR) in Arkansas, Colorado, Florida, Kansas, Louisiana, Mississippi, Missouri, North Carolina, Oklahoma, South Carolina, Texas and Wyoming. Peter also has a Series 63 license. In addition to their work at Osaic Wealth, Inc., Peter is also the owner of Dahlstrom Financial Group, LLC and a trustee for the Dahlstrom Life Insurance Trust.
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
LA
11/02/2018 - Present
Osaic Wealth, Inc. (COVINGTON LA)
LA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (COVINGTON LA)
LA
04/01/1991 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (COVINGTON LA)
NA
06/17/1987 - 04/01/1991
PW SECURITIES, INC.
BC
Issued 05/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
BC
Issued 03/24/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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