Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Jay Chadwick is an investment professional with over 25 years of experience in the financial services industry. Peter currently works at MML Investors Services, LLC. Peter previously worked at M HOLDINGS SECURITIES, INC., MUTUAL SERVICE CORPORATION, and MML INVESTORS SERVICES, INC.. Peter is registered with FINRA and holds Series 6, 7TO, 26, and 63 licenses and the SIE exam. Peter holds the Chartered Financial Consultant designation. In addition to his advisory role, Peter is also a registered insurance broker with Pinnacle Wealth Advisors, LLC. Peter's experience and expertise are focused on advising individuals and businesses on financial planning, portfolio management, asset allocation, and pension consulting.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MI
01/03/2018 - Present
MML Investors Services, LLC (Grand Rapids MI)
OR
06/29/2001 - 04/22/2005
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
MA
10/02/1998 - 07/11/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
MA
07/01/1996 - 10/02/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 08/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Chadwick is the right advisor for you? Invested Better is here to help.
