Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Harward McGlynn is a financial advisor with over 28 years of experience in the financial services industry. He is currently a registered representative of Renew Family Wealth, a firm that specializes in providing financial planning and investment management services to individuals, families, and businesses. Peter has a broad range of experience in the financial services industry and has held previous positions at firms such as NUNAMI SERVICES, LLC., BROKERAGEAMERICA, LLC, ELECTRONIC TRADING GROUP, LLC and HANIFEN, IMHOFF INC. Peter is also a Registered Investment Advisor (RIA) and is currently registered with the state of New York.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Percentage of plan assets/assets under advisement
1
2
FL
09/14/2021 - Present
Renew Family Wealth (WEST PALM BEACH FL)
CO
06/02/2005 - 02/22/2008
NUNAMI SERVICES, LLC. (DENVER CO)
NY
10/04/2002 - 01/27/2003
BROKERAGEAMERICA, LLC (NEW YORK NY)
NY
03/17/1999 - 05/10/2002
ELECTRONIC TRADING GROUP, LLC (NEW YORK NY)
CO
02/23/1998 - 03/17/1999
HANIFEN, IMHOFF INC. (DENVER CO)
CO
01/22/1992 - 02/23/1998
HANIFEN, IMHOFF INC. (DENVER CO)
BC
Issued 05/04/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/20/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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