Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Gaertner is a financial advisor with over 13 years of experience in the industry. Peter is a Certified Financial Planner™ professional and holds the Series 63, Series 7, and SIE licenses. Peter has worked with various firms, including J.P. Morgan Securities LLC, Coastal Equities, Inc., and Mercap Securities, LLC. Currently, Peter works as an Investment Advisor Representative for Roffman Miller Associates Inc., located in Philadelphia, PA. Peter specializes in providing financial planning and portfolio management services to individuals and corporations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
PA
02/07/2024 - Present
Roffman Miller Associates Inc. (PHILADELPHIA PA)
GA
11/30/2017 - 12/31/2019
MERCAP SECURITIES, LLC (ATLANTA GA)
DE
10/09/2013 - 11/30/2017
COASTAL EQUITIES, INC. (WILMINGTON DE)
DE
10/15/2009 - 09/18/2013
J.P. MORGAN SECURITIES LLC (NEWARK DE)
BC
Issued 12/01/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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