Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Joseph Buchanan is an investment advisor representative who has been in the industry since July 29, 2021. Peter Joseph Buchanan is currently registered with Charles Schwab & CO., Inc. and has been with the firm since December 2022. Previous firms Peter Joseph Buchanan was registered with include TD AMERITRADE, INC. and Edward Jones. Peter Joseph Buchanan holds a Series 66 license, a Series 9, a Series 10, a Series 7TO, and a SIE exam. Peter Joseph Buchanan is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
MO
10/07/2024 - Present
Charles Schwab & CO., Inc. (Chesterfield MO)
MO
03/02/2022 - 12/31/2023
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
06/15/2020 - 01/15/2021
EDWARD JONES (ST LOUIS MO)
BOTH
Issued 08/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/13/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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