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 Ludwig has been in the financial services industry since October 1986. Peter is currently registered with United Planners' Financial Services Of America A Limited Partner as a Registered Representative and Investment Adviser Representative. Peter holds FINRA Series 7, 24, 63, and 65 licenses. Peter is also a Certified Financial Planner. Peter has previously worked at Securities America, Inc., Sunset Financial Services, Inc., ARM Securities Corporation, and Multi-Financial Securities Corporation.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
01/07/2022 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
MN
11/14/2014 - 12/31/2021
SECURITIES AMERICA, INC. (MINNEAPOLIS MN)
MN
12/15/1995 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (Bloomington MN)
ND
12/06/1988 - 01/03/1996
ARM SECURITIES CORPORATION (MINOT ND)
NA
10/22/1986 - 12/09/1988
MULTI-FINANCIAL SECURITIES CORPORATION
IA
Issued 08/04/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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