Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Williams is a financial professional with over 30 years of experience in the financial services industry. Peter is currently registered with Private Client Services, LLC in OAKBROOK TERRACE, IL, and is a registered representative of FINRA and the state of Illinois. He previously worked for Nationwide Securities, LLC and 1717 Capital Management Company. Peter has extensive experience working with individual clients and has obtained the Series 6, Series 22, Series 63, and SIE securities licenses. Peter holds a specialization in Portfolio Management for Individuals, Businesses, and Investment Companies, Financial Planning, and Selection of Other Advisers.
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.
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
IL
07/16/2010 - Present
Private Client Services, LLC (OAKBROOK TERRACE IL)
NE
08/01/2008 - 07/16/2010
NATIONWIDE SECURITIES, LLC (LINCOLN NE)
MO
06/04/1982 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (KANSAS CITY MO)
BC
Issued 09/10/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/02/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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