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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 Lenart is a financial advisor who has been in the industry since 2009. Peter is currently registered with &partners, a firm headquartered in Nashville, Tennessee. Peter provides financial planning, pension consulting, and portfolio management services to individual and business clients. Peter is licensed to provide financial advice in 30 states.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
04/26/2024 - Present
&partners (NASHVILLE TN)
MI
08/01/2022 - 05/01/2024
WELLS FARGO CLEARING SERVICES, LLC (ANN ARBOR MI)
MI
04/20/2015 - 07/25/2022
PARKLAND SECURITIES, LLC (ANN ARBOR MI)
MI
05/19/2009 - 07/25/2022
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
BOTH
Issued 05/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/14/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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