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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Swan is an investment advisor representative at Managed Asset Portfolios, LLC based in Rochester, Michigan. Peter has been in the industry since 1993 and has a broad range of experience in providing investment advice to individuals, businesses, corporations, charitable organizations and trusts. Peter has passed the Series 63, Series 7, and Series 65 exams, demonstrating his knowledge of securities laws and regulations. Peter also holds a number of designations. Peter's specialties include advising clients on portfolio management, pension consulting, and portfolio management for trusts and offshore vehicles.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio management for trusts and offshore vehicles; model
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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MI
04/20/2010 - Present
Managed Asset Portfolios, LLC (ROCHESTER MI)
CA
10/25/1999 - 01/15/2002
PACIFIC GROWTH EQUITIES, INC. (SAN FRANCISCO CA)
MI
07/14/1994 - 10/28/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
IL
05/26/1993 - 03/18/1994
FIRST MIDWEST SECURITIES, INC. (BLOOMINGTON IL)
IA
Issued 01/27/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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