Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Heimerman is a registered investment advisor representative with over 20 years of experience in the financial services industry. Peter is currently associated with Independent Advisor Alliance, LLC in Richfield, WI. Peter has held Series 6, 7, 63 and 65 licenses and has experience in various areas of financial planning including portfolio management, retirement planning, and insurance. Peter also provides financial planning and investment advisory services to individuals, families, businesses, 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.
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
WI
09/26/2017 - Present
Independent Advisor Alliance, LLC (Richfield WI)
WI
07/10/2002 - 09/29/2017
WADDELL & REED (WAUKESHA WI)
IA
Issued 07/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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