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 Rosenfelder is a registered Investment Advisor Representative with Edelman Financial Engines. Peter has been in the industry for over 7 years and is licensed in Maryland. Previously, Peter has been registered with EF Legacy Securities, LLC and Sanders Morris Harris LLC. Peter holds the Series 6, Series 63, Series 65 and SIE exams and is a licensed Investment Advisor Representative. Peter has experience providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
MD
12/21/2020 - Present
Edelman Financial Engines (SILVER SPRING MD)
MD
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (SILVER SPRING MD)
MD
06/05/2015 - 04/22/2016
SANDERS MORRIS HARRIS LLC (SILVER SPRING MD)
IA
Issued 12/21/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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