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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Feinman is a Registered Investment Advisor representative associated with Pennington Partners & Co., LLC. Peter Feinman is active in Maryland and has a Series 65 license. Peter Feinman is associated with Pennington Partners & Co., LLC in Bethesda, Maryland and has been employed there since June 2021. Peter Feinman has been a Registered Investment Advisor Representative for 1 year and 10 months. Peter Feinman holds 4 specializations: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Financial Planning, Selection of Other Advisers.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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MD
09/14/2021 - Present
Pennington Partners & CO., LLC (BETHESDA MD)
IA
Issued 09/13/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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