Unclaimed
Peter Gunn Sawyer is a financial advisor at TIAA-CREF Individual & Institutional Services, LLC. Peter has been working in the financial industry since 2016. Peter holds a Series 7 and Series 63 license. Peter is registered with the state of Massachusetts and New Hampshire. Peter is a financial advisor who specializes in providing financial planning, selection of other advisors and portfolio management for individuals. Peter is committed to helping clients reach 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
MA
10/22/2019 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CAMBRIDGE MA)
MA
09/28/2016 - 01/25/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BOSTON MA)
BC
Issued 10/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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