Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Gerard Klas is a registered representative and investment advisor representative with Verity Asset Management. Klas has been in the securities industry since May 19, 2000 and is registered with FINRA and the state of North Carolina. Klas also has a Series 66 license. Klas works with a wide range of clients, including individuals, businesses, high net worth individuals, investment companies, pension and profit sharing plans. Klas provides investment advisory services, including financial planning, pension consulting, portfolio management for businesses, individuals and investment companies.
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.
Administrative services for advisors
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
NC
07/29/2011 - Present
Verity Asset Management (DURHAM NC)
NC
05/19/2000 - 01/08/2010
AXA ADVISORS, LLC (CHAPEL HILL NC)
BOTH
Issued 05/31/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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