Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Crotty is a financial advisor at Lincoln Investment with over 30 years of experience in the financial services industry. Peter has held various positions at several firms, including Fifth Third Securities, Inc., Allstate Financial Services, LLC, and Great American Advisors, Inc. Peter is currently registered with Lincoln Investment and holds a Series 7, 63, and 66 license.
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.
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.
1
2
AZ
09/22/2014 - Present
Lincoln Investment (Phoenix AZ)
KY
09/06/2012 - 09/16/2014
ALLSTATE FINANCIAL SERVICES, LLC (FLORENCE KY)
OH
06/07/2012 - 08/16/2012
FIFTH THIRD SECURITIES, INC. (MILFORD OH)
KY
09/16/2011 - 05/29/2012
ALLSTATE FINANCIAL SERVICES, LLC (FLORENCE KY)
OH
08/02/2010 - 09/21/2011
LINCOLN INVESTMENT (CINCINNATI OH)
OH
02/24/2004 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
IN
07/10/2002 - 02/27/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/10/2002 - 02/27/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
OH
04/13/1999 - 06/21/2002
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
MA
06/20/1996 - 04/21/1999
MUTUAL SERVICE CORPORATION (BOSTON MA)
OH
03/30/1995 - 07/08/1996
AAG SECURITIES, INC. (CINCINNATI OH)
IA
10/08/1993 - 09/14/1994
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
FL
05/22/1992 - 08/24/1993
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
FL
01/24/1990 - 11/16/1990
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
AZ
11/19/1989 - 01/30/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
11/02/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
07/07/1988 - 11/05/1988
SOUTHMARK FINANCIAL SERVICES, INC.
NA
08/12/1987 - 06/01/1988
SOUTHMARK CAPITAL RESOURCE
NA
08/20/1986 - 12/09/1986
SOUTHMARK CAPITAL RESOURCE
NA
07/14/1983 - 08/30/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 08/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Crotty is the right advisor for you? Invested Better is here to help.
