Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Knipe is a registered representative with Bahl & Gaynor Inc. located in Robbinsville, NJ. Peter is a Series 7 and 66 licensed advisor and has been in the financial services industry for more than 20 years. Peter is also a Series 79TO and SIE licensed advisor. Peter has experience working with individuals, corporations, investment companies, insurance companies, state or municipal government entities, charitable organizations, and pension and profit-sharing plans. The advisor has experience working with clients in New Jersey, New York and South Carolina.
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.
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.
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
NJ
02/29/2024 - Present
Bahl & Gaynor Inc. (Robbinsville NJ)
NJ
07/24/2009 - 06/30/2023
ADVISORS ASSET MANAGEMENT, INC. (PRINCETON NJ)
NJ
09/13/2007 - 07/14/2009
MANAGED ACCOUNT SERVICES, LLC (PRINCETON NJ)
PR
08/09/2006 - 04/20/2007
CONSULTIVA SECURITIES, INC. (GUAYNABO PR)
NY
02/08/2001 - 03/13/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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