Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Klimkow is an active financial advisor who is registered with the state of Illinois and Texas. Peter has been a registered advisor since 2015 and has experience with Morgan Stanley, E*TRADE SECURITIES LLC, and LBMZ SECURITIES, INC. Peter specializes in investment advice, financial planning, pension consulting, educational seminars, and selection of other advisors. Peter is licensed to provide investment advice to individuals, investment companies, corporations, and charitable organizations.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
IL
10/02/2023 - Present
Morgan Stanley (Chicago IL)
IL
10/18/2018 - 09/05/2023
E*TRADE SECURITIES LLC (CHICAGO IL)
IL
01/09/2017 - 09/18/2018
LBMZ SECURITIES, INC. (CHICAGO IL)
BC
Issued 04/18/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/30/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/2021
Series 3 - National Commodity Futures Examination
BC
Issued 09/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Peter Klimkow is the right advisor for you? Invested Better is here to help.
