Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Winnett is a financial advisor at John G. Ullman & Associates, Inc. Peter has been a financial advisor since December 1997. Peter holds both the Series 7 and Series 66 licenses and is a Certified Financial Planner. Peter specializes in financial planning, investment advisory services, and portfolio management for individuals and businesses. Peter has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Peter is committed to providing clients with personalized financial advice and investment strategies.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
07/20/2021 - Present
John G. Ullman & Associates, Inc. (HORSEHEADS NY)
NY
12/14/2000 - 11/15/2006
U S G M SECURITIES, INC. (CORNING NY)
BOTH
Issued 02/13/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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