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 Marriott is an active financial advisor with NFP Retirement Inc., registered in North Carolina and South Carolina. Peter has been a registered financial professional for 27 years and has worked with a variety of firms throughout their career. Peter has a strong history of experience in the financial industry and is well-equipped to provide comprehensive financial advice. Peter's expertise includes insurance, real estate and investment advisory services. Peter John Marriott is a respected financial advisor with a passion for helping individuals and families achieve their financial goals.
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.
Research reports on 401(k) plans / diligence on investment lineups
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.
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2
NC
09/12/2024 - Present
NFP Retirement Inc. (Charlotte NC)
IN
06/23/2006 - 02/12/2013
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
NC
08/05/2003 - 03/14/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (HUNTERSVILLE NC)
IN
05/12/2003 - 08/07/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
LA
10/10/2001 - 05/19/2003
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
GA
04/26/2000 - 08/20/2001
SYNOVUS SECURITIES, INC. (COLUMBUS GA)
IN
10/01/1997 - 05/27/1999
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IN
05/05/1997 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
IA
Issued 03/04/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/02/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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