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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 John Aiksnoras is an Investment Advisor Representative with Compass Financial Management LLC, based in Oxford, CT. Peter has been in the financial services industry for over 30 years, and has experience with a variety of financial products and services. Peter is registered with the state of Connecticut as an Investment Advisor Representative. He is also a registered representative in Connecticut. Peter specializes in providing financial planning, pension consulting, and portfolio management services to high-net-worth individuals, corporations, 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.
Guidance on pension options to ensure a secure financial future.
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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CT
04/13/2021 - Present
Compass Financial Management LLC (Oxford CT)
CT
12/13/2018 - 04/23/2021
SECURITIES AMERICA, INC. (OXFORD CT)
CT
05/21/2012 - 12/27/2018
QUESTAR CAPITAL CORPORATION (OXFORD CT)
CO
10/07/2010 - 05/21/2012
COLORADO FINANCIAL SERVICE CORPORATION (CENTENNIAL CO)
FL
01/27/2010 - 10/06/2010
AMERICAN CLASSIC SECURITIES, INC. (PONTE VEDRA FL)
GA
01/03/2006 - 09/17/2008
C C F INVESTMENTS, INC. (GREENSBORO GA)
CO
10/29/2002 - 12/31/2005
THE LEADERS GROUP, INC. (LITTLETON CO)
MA
12/11/2000 - 10/23/2002
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
FL
11/04/1991 - 10/24/2000
AMERICAN CLASSIC SECURITIES, INC. (PONTE VEDRA FL)
GA
08/24/1987 - 10/03/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 01/28/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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