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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Marsh is a financial advisor with LPL Financial LLC, based in Macomb, MI. Peter has been in the financial services industry since 1984, with prior experience at The Huntington Investment Company, A. G. Edwards & Sons, Inc., First of Michigan Corporation, Roney & Co., and Dean Witter Reynolds Inc. Peter holds FINRA Series 7, 63 and 65 licenses and the SIE exam.
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.
Consulting and other non-discretionary advisory services
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.
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2
MI
01/04/2018 - Present
LPL Financial LLC (MACOMB MI)
MI
01/14/1993 - 05/13/2016
THE HUNTINGTON INVESTMENT COMPANY (CHESTERFIELD MI)
MO
12/20/1991 - 12/03/1992
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MI
02/21/1990 - 01/08/1992
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
MI
05/17/1986 - 02/20/1990
RONEY & CO. (DETROIT MI)
NA
08/22/1984 - 04/17/1986
DEAN WITTER REYNOLDS INC.
IA
Issued 12/01/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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