Unclaimed
Peter Brunton is a financial advisor with Strategic Wealth Partners, Ltd. Peter holds a Chartered Financial Analyst designation. Peter is registered with the states of California, Massachusetts, New York, Ohio, Pennsylvania, Texas, Virginia, and Washington. Peter has been in the industry since 2014. The advisor's firm offers financial planning services, pension consulting, educational seminars, publication of periodicals, and portfolio management for individuals.
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.
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.
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OH
09/02/2022 - Present
Strategic Wealth Partners, Ltd. (INDEPENDENCE OH)
Active
Inactive
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