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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Wicklund is an investment advisor representative with Freestone Capital Management, LLC. Peter has been in the industry since 1991 and has worked at Freestone Capital Management, LLC since 2008. Peter holds the Series 3, Series 7, Series 63, and Series 65 licenses. Peter is also a Certified Financial Planner and a Chartered Financial Analyst. Peter specializes in working with individuals, high-net-worth individuals, charitable organizations, pooled investment vehicles, and pension and profit sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
04/25/2008 - Present
Freestone Capital Management, LLC (SEATTLE WA)
WA
01/30/2003 - 01/07/2015
FREESTONE SECURITIES, LLC (SEATTLE WA)
NY
05/08/1991 - 01/10/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2013
Series 3 - National Commodity Futures Examination
BC
Issued 05/06/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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