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 MacK is a financial advisor with over 25 years of experience in the industry. Peter is currently registered with Osaic Wealth, Inc. Peter holds both Series 7 and Series 63 licenses, as well as the SIE. Peter also has experience as a Certified Financial Planner. Peter is a seasoned financial professional with a diverse background and specializes in financial planning, portfolio management for individuals and businesses. In addition, Peter is a Certified Public Accountant, Personal Financial Specialist and is licensed in several states, including Indiana, Ohio, Florida, Arizona, and Illinois. Peter also manages a CPA firm and is involved in various community 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
OH
06/14/2024 - Present
Osaic Wealth, Inc. (CINCINNATI OH)
IN
01/23/2009 - 06/14/2024
SECURITIES AMERICA, INC. (BATESVILLE IN)
IN
03/15/2001 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (BATESVILLE IN)
OH
05/29/1998 - 03/06/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
IL
02/18/1997 - 06/05/1998
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
BC
Issued 03/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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