Unclaimed
Peter Mullins is an Investment Advisor Representative with Vestor Capital, LLC. Peter is licensed in Illinois and Texas. Peter is a CERTIFIED FINANCIAL PLANNER™ professional. Peter has over 10 years of experience in the financial services industry. Peter previously worked at Vestor Capital Securities, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Peter specializes in providing financial planning and investment advice to individuals, corporations, and charitable organizations. Peter is also a registered representative and holds Series 7, Series 66, and Series SIE licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Credit and cash management solutions and insurance solutions
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.
Revenue sharing with frs, and on credit and cash mgt solutions
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2
IL
09/11/2024 - Present
Vestor Capital, LLC (CHICAGO IL)
IL
05/10/2013 - 05/29/2020
VESTOR CAPITAL SECURITIES, LLC (CHICAGO IL)
IL
09/04/2009 - 05/14/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAK BROOK IL)
BOTH
Issued 09/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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