Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter F. Braun is a financial professional with over 30 years of experience in the industry. Peter is registered to provide investment advice in 27 states and is affiliated with UMB Financial Services, Inc. The firm is located in Kansas City, Missouri and has offices in Leawood, Kansas. Peter has a variety of experience in financial services and provides financial planning, portfolio management for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
KS
04/26/2022 - Present
UMB Financial Services, Inc. (Leawood KS)
IA
Issued 08/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1992
Series 7 - General Securities Representative Examination
BC
Issued 04/05/1991
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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