Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Medin is a financial advisor registered with U.S. Bancorp Investments, Inc. Peter has been in the financial services industry since 2007 and is a Certified Financial Planner. Peter has a Series 66, Series 7, and SIE license. Peter Medin is registered to provide investment advisory services in 25 states. Peter Medin provides financial planning, portfolio management for individuals and businesses, and other advisory 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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
11/12/2013 - Present
U.s. Bancorp Investments, Inc. (White Bear Lake MN)
MN
05/10/2007 - 10/02/2008
EDWARD JONES (WHITE BEAR LAKE MN)
BOTH
Issued 05/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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