Unclaimed
Peter J Gutekunst is a financial advisor with Raymond James Financial Services Advisors, Inc. based out of FORT WASHINGTON, PA. Peter has been a registered financial advisor since 1994 and holds a Series 6, 7, 9, 10, 63, and 65. He is also a Certified Financial Planner. Prior to joining Raymond James Financial Services Advisors, Inc., Peter was with Lutheran Brotherhood Securities Corp. and Thrivent Investment Management Inc. Peter has extensive experience in providing financial planning, portfolio management for businesses and individuals, and pension consulting services to clients.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
PA
10/28/2020 - Present
Raymond James Financial Services Advisors, Inc. (FORT WASHINGTON PA)
MN
07/01/2002 - 12/11/2002
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
01/14/1994 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 10/17/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/10/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Gutekunst is the right advisor for you? Invested Better is here to help.