Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Coleman is a financial advisor with over 20 years of experience in the financial services industry. Peter is a registered representative of Cambridge Investment Research Advisors, Inc. and holds Series 6, 7, 63 and 65 licenses. Peter also holds a Series SIE license. Peter offers a wide range of financial services, including financial planning, portfolio management, and insurance. Peter's clients include individuals, families, and businesses. Peter works from the Littleton, CO office of Cambridge Investment Research Advisors, 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.
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.
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.
Solicitation fees from 3rd party money managers
1
2
CO
10/10/2017 - Present
Cambridge Investment Research Advisors, Inc. (Littleton CO)
CO
08/09/2010 - 10/12/2017
NATIONAL PLANNING CORPORATION (EVERGREEN CO)
MN
10/01/1996 - 03/03/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/01/1996 - 03/03/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 01/25/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/03/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/06/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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