Unclaimed
Peter MacKie is an investment advisor representative registered with Sanctuary Advisors, LLC. Peter has been in the financial services industry for over 20 years. Peter is a registered representative with the Financial Industry Regulatory Authority (FINRA) and a registered investment advisor representative in the state of Missouri. Peter is also licensed to provide investment advisory services in 26 other states. Peter's experience includes working with high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. Peter provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
MO
08/29/2022 - Present
Sanctuary Advisors, LLC (ST. LOUIS MO)
MO
01/01/2008 - 09/06/2022
WELLS FARGO CLEARING SERVICES, LLC (FRONTENAC MO)
MO
12/11/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 08/13/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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