Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter George Neuberg is an investment advisor representative at IC Advisory Services, Inc. Peter has been in the financial industry for over 25 years, and has worked as a financial advisor for several firms, including BCG Securities, Inc., LPL Financial LLC, H.D. Vest Investment Securities, Inc. and Prime Capital Services, Inc. Peter holds a Series 63, Series 65, Series 7, Series 22, Series 24, Series 52, and Series 62 license. Peter is also a Certified Public Accountant (CPA) and has a Personal Financial Specialist designation. Peter specializes in providing financial planning, portfolio management and selection of other advisors for individuals, 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.
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.
1
2
NJ
06/02/2023 - Present
IC Advisory Services, Inc. (BEDMINSTER NJ)
NJ
09/14/2012 - 05/15/2023
BCG SECURITIES, INC. (CHESTER NJ)
NJ
11/16/2000 - 09/26/2012
LPL FINANCIAL LLC (PARSIPPANY NJ)
TX
02/09/1998 - 11/29/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
NY
10/06/1997 - 02/09/1998
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
IA
Issued 01/24/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1998
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 11/27/1998
Series 52 - Municipal Securities Representative Examination
BC
Issued 06/06/1998
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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