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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Jacob Amrein is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, Michigan. Peter has been in the industry since 2017 and holds the Series 7, Series 63, and Series 65 licenses. He provides a range of services to clients including financial planning, pension consulting, and portfolio management. Peter has a diverse background and has worked in various roles in the financial industry, including at Northwestern Mutual Investment Services, LLC, MML Investors Services, LLC, and M Holdings Securities, Inc. Peter also owns Amrein Wealth Strategists, LLC. Peter is a knowledgeable and experienced financial advisor and offers guidance and advice to individuals, corporations, and businesses.
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.
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.
Promoter fees from other advisors
1
2
TN
01/11/2024 - Present
Concorde Asset Management, LLC (Knoxville TN)
TN
12/09/2019 - 01/02/2024
M HOLDINGS SECURITIES, INC. (KNOXVILLE TN)
TN
02/06/2018 - 11/12/2019
MML INVESTORS SERVICES, LLC (Knoxville TN)
TN
08/25/2016 - 09/25/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (KNOXVILLE TN)
IA
Issued 08/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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