Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Kolar is a financial advisor with RBC Capital Markets, LLC. Peter joined RBC Capital Markets, LLC in August of 2014. Peter is a Series 66, Series 7 and Series 9 licensed professional and holds a Series 10 license. Peter has been a licensed professional in the securities industry since May 1, 2007. Peter specializes in providing financial services to individuals, corporations, charitable organizations, pension and profit-sharing plans, insurance companies and pooled investment vehicles. In addition to his work at RBC Capital Markets, LLC, Peter serves on the Philanthropic Advisory Council of the Masonic Institute for the Developing Brain and is a member of the Board of Directors for the Orono Youth Hockey Association.
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.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
MN
09/29/2014 - Present
RBC Capital Markets, LLC (MINNEAPOLIS MN)
MN
03/29/2006 - 08/15/2013
RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)
BOTH
Issued 07/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/21/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Peter Kolar is the right advisor for you? Invested Better is here to help.
