Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Potestato is a financial advisor with Founders Financial Securities LLC in Chesterfield, MI. Peter has been a financial advisor since 1992. Peter is a Series 6 and Series 63 licensed representative. Peter also holds a Series 65 license. Peter provides a variety of financial services to individuals, corporations, and retirement plans. These services include: financial planning, portfolio management, and pension consulting. Peter has been with Founders Financial Securities since 2010. Peter is also a registered insurance agent and sells fixed and equity-indexed annuities.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MI
11/16/2010 - Present
Founders Financial Securities LLC (Chesterfield MI)
MI
09/08/2009 - 10/01/2010
LPL FINANCIAL CORPORATION (CLINTON TOWNSHIP MI)
MI
02/20/2004 - 09/08/2009
ASSOCIATED SECURITIES CORP. (CLINTON TOWNSHIP MI)
MA
02/04/1992 - 12/15/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
02/04/1992 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 05/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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