Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Heidenreich is a financial advisor with Valic Financial Advisors, Inc. Peter has been in the financial industry since 2007 and has a strong background in providing financial advice to individuals and businesses. Peter is also a Certified Financial Planner (CFP®). Peter is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). Peter 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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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GA
03/14/2019 - Present
Valic Financial Advisors, Inc. (ATLANTA GA)
GA
06/07/2018 - 12/18/2018
ALLSTATE FINANCIAL SERVICES, LLC (LAWRENCEVILLE GA)
GA
03/04/2008 - 08/19/2008
MML INVESTORS SERVICES, INC. (ATLANTA GA)
NJ
08/19/2004 - 11/29/2007
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
09/09/1997 - 08/04/2004
AXA ADVISORS, LLC (NEW YORK NY)
NY
09/09/1997 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
CA
06/25/1997 - 08/11/1997
KENSINGTON SECURITIES, INC. (ALISO VIEJO CA)
IA
Issued 12/20/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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