Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Daiker is a financial advisor with Gladstone Wealth Partners. Peter has been in the financial services industry since 1991. Peter is registered with the Securities and Exchange Commission (SEC) and is licensed to offer investment advice and securities in several states. Peter has experience with various investment products and strategies, including retirement planning, general consulting, and referral services. Peter's primary focus is on helping individual clients and businesses with their investment goals. Peter also offers financial planning, portfolio management, and selection of other advisors services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral 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.
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2
NE
12/16/2022 - Present
Gladstone Wealth Partners (OMAHA NE)
NE
01/01/2008 - 11/03/2017
WELLS FARGO CLEARING SERVICES, LLC (OMAHA NE)
NE
09/28/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (OMAHA NE)
MA
07/18/2000 - 09/28/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/18/2000 - 09/28/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
OH
02/11/1991 - 03/31/2000
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
BOTH
Issued 10/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/08/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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