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 Yurkowski has been in the financial industry since February 13, 2000. Peter is currently a registered representative with LPL Financial LLC. Peter has a Series 6, Series 7, and Series 66 license and also holds the Securities Industry Essentials (SIE) exam. Peter is registered in 18 states and is licensed to sell insurance. Prior to joining LPL Financial LLC, Peter worked at Avantax Investment Services, Inc., and Avantax Advisory Services. Peter has a strong track record of helping clients 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.
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.
1
2
NJ
06/20/2024 - Present
LPL Financial LLC (WEEHAWKEN NJ)
NY
02/14/2000 - 06/28/2024
AVANTAX INVESTMENT SERVICES, INC. (New York NY)
BOTH
Issued 12/22/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Yurkowski is the right advisor for you? Invested Better is here to help.
