Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter H Owh is an investment advisor representative at J. W. Cole Advisors, Inc. Peter has been in the industry since December 9, 2000. Peter has been registered with the state of New York since February 10, 2023. Peter is a Series 66 and Series 7 registered representative. Peter also has a Series 24 principal registration. Peter offers financial planning, portfolio management for individuals, and portfolio management for businesses. J. W. Cole Advisors, Inc. is a financial services firm with over 400 employees. The firm manages over $5 billion in assets. The firm specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations.
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.
Hourly & fixed rate consulting
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
NY
02/10/2023 - Present
J. W. Cole Advisors, Inc. (Pittsford NY)
NY
01/18/2012 - 02/13/2023
HORNOR, TOWNSEND & KENT, LLC (NEW YORK NY)
NY
08/08/2011 - 01/12/2012
METLIFE SECURITIES INC. (HAUPPAUGE NY)
NY
09/22/2005 - 08/16/2011
SIGNATOR INVESTORS, INC. (WESTBURY NY)
GA
07/16/2004 - 08/25/2005
FSC SECURITIES CORPORATION (ATLANTA GA)
MA
11/13/2000 - 07/27/2004
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 06/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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