Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Helmut Vanflein is a registered representative with Geneos Wealth Management, Inc. Peter has been in the securities industry since May 16, 1990. Peter is a licensed investment advisor representative in Alaska and has held registrations in other states including Washington, Arizona, Florida, Hawaii, and Idaho. Peter has worked for firms such as Securities America, Inc., LINSCO/PRIVATE LEDGER CORP., RAYMOND JAMES FINANCIAL SERVICES, INC., EDWARD JONES, and NYLIFE SECURITIES INC.
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.
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.
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
AK
04/16/2007 - Present
Geneos Wealth Management, Inc. (FAIRBANKS AK)
WA
12/17/2005 - 07/25/2006
SECURITIES AMERICA, INC. (SPOKANE WA)
SC
05/25/2005 - 06/15/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
FL
04/08/2005 - 05/06/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MO
11/09/1995 - 04/13/2005
EDWARD JONES (ST. LOUIS MO)
NY
10/27/1989 - 11/08/1995
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 03/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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