Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Henry Gore is a financial advisor with over 25 years of experience in the industry. Peter currently works for Level Four Advisory Services, and previously worked for Cantella & Co., Inc. and Raymond James Financial Services, Inc.. Peter is a Certified Financial Planner and a Chartered Financial Analyst. He is also a registered representative and investment advisor representative in several states. Peter specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, 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.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
VA
09/30/2022 - Present
Level Four Advisory Services (WILLIAMSBURG VA)
VA
01/03/2006 - 10/06/2022
CANTELLA & CO., INC. (WILLIAMSBURG VA)
VA
06/18/1997 - 12/31/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (WILLIAMSBURG VA)
IA
Issued 05/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/12/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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