Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Grant Fenton is a financial advisor with Cambridge Investment Research Advisors, Inc. Based in Fairfield, Iowa, Peter has been in the industry since 2007. He is licensed to provide financial advice in Iowa, and holds a Series 66, Series 7, Series 24, Series 27, and Series 28 license. Peter specializes in portfolio management for both individuals and businesses, financial planning, pension consulting, and market timing services. He has over 10 years of experience in the financial industry, and is committed to helping his clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IA
09/27/2012 - Present
Cambridge Investment Research Advisors, Inc. (FAIRFIELDF IA)
NY
02/03/2004 - 08/09/2007
ALVAREZ & MARSAL SECURITIES, LLC (NEW YORK NY)
BOTH
Issued 09/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2019
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/29/2011
Series 24 - General Securities Principal Examination
BC
Issued 02/02/2004
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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