Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter James Elliott is a financial advisor with Northwestern Mutual Investment Services, LLC, and has been in the industry since 1982. Peter is registered to provide investment advisory services in Washington. Peter also holds licenses to provide investment advisory services in Arizona, California, Colorado, Idaho, Indiana, Iowa, Montana, Nevada, Oklahoma, Oregon, Texas, Utah, Virginia, and Washington. Peter's primary branch office is located in Spokane Valley, WA.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
WA
05/23/2005 - Present
Northwestern Mutual Investment Services, LLC (Spokane Valley WA)
WI
03/02/1987 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 03/06/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/06/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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