Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Gruenes is a financial advisor with over 20 years of experience in the industry. He is currently registered with Empower Advisory Group, LLC and has a strong track record of providing financial guidance to individuals, families, and businesses. Peter has a comprehensive understanding of investment strategies and financial planning principles, and he is committed to helping 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.
Seminars designed to boost your financial literacy and investment knowledge.
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
CO
02/10/2024 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
OR
03/23/2023 - 08/14/2023
MORGAN STANLEY (Portland OR)
OR
10/07/2016 - 08/14/2023
E*TRADE SECURITIES LLC (Portland OR)
WA
05/23/2016 - 09/23/2016
SCOTTRADE, INC. (REDMOND WA)
WA
07/10/2006 - 03/03/2016
TD AMERITRADE, INC. (BELLEVUE WA)
IL
02/02/2006 - 07/05/2006
T. ROWE PRICE INVESTMENT SERVICES, INC. (NORTHBROOK IL)
TX
10/09/2003 - 06/20/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
04/06/2001 - 12/03/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 06/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/04/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/28/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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