Unclaimed
Peter Glaab is a financial advisor with SPC, a firm that provides financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Peter has been in the industry since 1986 and holds a variety of licenses and designations, including Series 6, 22, 63 and SIE, as well as Certified Financial Planner. He is also registered with the states of Michigan, Arizona, California, Florida, Illinois, Louisiana, Nevada, New York, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, Texas, and Virginia.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
06/04/2014 - Present
SPC (ANN ARBOR MI)
NA
08/18/1986 - 12/31/1987
THE SAXON GROUP, INC.
BC
Issued 09/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1993
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/15/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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