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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 Conte is an investment advisor representative at Girard Advisory Services, LLC. Peter Conte has been in the industry since 2005 and has a Series 7, Series 65. Peter Conte has a background in Trust Services. Peter Conte holds the Uniform Investment Adviser Law Examination. Peter Conte is registered in the state of Pennsylvania. Peter Conte has previously worked at Univest Investments, Inc..
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.
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.
1
2
PA
07/16/2019 - Present
Girard Advisory Services, LLC (Souderton PA)
PA
10/26/2005 - 06/20/2012
UNIVEST INVESTMENTS, INC. (SOUDERTON PA)
IA
Issued 07/16/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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