Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter John Lowery is a financial advisor with over 30 years of experience in the industry. Peter is currently registered with LPL Financial LLC and holds a Series 7, Series 24, Series 4, Series 52TO, Series 53, and Series 63 license. Peter previously worked at INVEST FINANCIAL CORPORATION and FNB BROKERAGE SERVICES, INC. Peter is a Certified Financial Planner and offers a variety of financial services, including financial planning, portfolio management, and investment advisory services.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
11/15/2017 - Present
LPL Financial LLC (PALM BEACH GARDENS FL)
FL
03/21/2011 - 11/16/2017
INVEST FINANCIAL CORPORATION (STUART FL)
FL
10/16/1991 - 12/05/2011
FNB BROKERAGE SERVICES, INC. (STUART FL)
BC
Issued 05/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2010
Series 4 - Registered Options Principal Examination
BC
Issued 03/14/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/07/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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