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 Rowley is a financial advisor who is currently registered with NFP Retirement Inc. based in Warrington, Pennsylvania. Peter has been working in the financial services industry since 2003. Previously, Peter worked with Kestra Investment Services, LLC and Lincoln Investment Planning, Inc. Peter has a Series 7, Series 6, Series 63, and Series 65 license. Peter specializes in providing investment advice to individuals and businesses.
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.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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
PA
07/24/2018 - Present
NFP Retirement Inc. (Warrington PA)
PA
08/06/2014 - 03/29/2023
KESTRA INVESTMENT SERVICES, LLC (Warrington PA)
PA
09/29/2003 - 12/31/2004
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
IA
Issued 03/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/26/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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