Unclaimed
Peter Joseph Market is a registered investment advisor with Cambridge Investment Research Advisors, Inc. Market has been working in the industry since April 1997 and has a diverse background including experience with Parkland Securities, LLC and Washington Square Securities, Inc.. Market currently holds registrations in Virginia, Texas, and a number of other states. Market's specializations include providing financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars.
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
VA
10/29/2015 - Present
Cambridge Investment Research Advisors, Inc. (Clifton VA)
VA
07/02/2003 - 10/29/2015
PARKLAND SECURITIES, LLC (CLIFTON VA)
CT
04/28/1997 - 06/30/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
Issued 09/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Market is the right advisor for you? Invested Better is here to help.