Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Howard Roe is a registered investment advisor with over 40 years of experience in the financial services industry. Peter has held various positions at several firms including Meyers Pollock Robbins, Inc., Reed Securities Company, Inc., T.L. Reed Securities, Inc. and Slatery Securities Group, Inc. He is currently affiliated with Momentum Independent Network Inc. and RTW Financial Advisors Inc. Peter specializes in providing financial planning, portfolio management for individuals and investment advisory services. Peter has a strong track record of success in 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
TX
11/14/2024 - Present
Momentum Independent Network Inc. (DALLAS TX)
NY
02/08/1991 - 10/31/1997
MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)
TX
01/07/1991 - 03/04/1991
REED SECURITIES COMPANY, INC. (MARBLE FALLS TX)
NA
07/20/1987 - 12/31/1990
T.L. REED SECURITIES, INC.
NA
03/12/1986 - 07/31/1987
SLATERY SECURITIES GROUP, INC.
NA
10/01/1981 - 02/04/1986
E. F. HUTTON & COMPANY INC
IA
Issued 12/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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