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. Lynch is a financial advisor registered with Wintrust Investments LLC and Great Lakes Advisors, LLC. Peter has a background in financial services, with previous experience at Wayne Hummer Investments L.L.C. and Chase Investment Services Corp. Peter is a Certified Financial Planner and holds the Series 6, 7, 63, and 65 licenses as well as the SIE exam. Peter specializes in providing financial planning, portfolio management, and selection of other advisors to individuals, businesses, and institutions. Peter is licensed to provide financial advice in 33 states and the District of Columbia.
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.
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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IL
04/10/2017 - Present
Wintrust Investments LLC (CHICAGO IL)
IL
06/13/2011 - 12/31/2013
WAYNE HUMMER INVESTMENTS L.L.C. (CHICAGO IL)
IL
10/28/2009 - 03/23/2011
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IA
Issued 11/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/27/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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