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 Rechter is an investment advisor representative at Rechter Wealth Management, LLC in CLIFTON, VA. Peter has been in the industry since 1995 and has experience working with individuals, providing financial planning and portfolio management services. Peter is a Certified Financial Planner and holds the Series 7, 31, 63, and 65 licenses. Rechter Wealth Management, LLC manages over $98.7 million in assets for approximately 54 individual clients.
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.
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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VA
04/07/2003 - Present
Rechter Wealth Management, LLC (CLIFTON VA)
NY
03/03/2000 - 03/27/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/11/1995 - 03/23/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 07/31/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 07/10/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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