Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter McNeil is an Investment Advisor Representative with Concorde Asset Management, LLC. Peter has been in the financial services industry since 2001. Peter has a Series 7 and Series 66 securities license and is registered in several states. He has a comprehensive financial planning background. Peter provides a wide range of investment services to individuals, families, and businesses, including financial planning, portfolio management, and retirement planning. He is committed to helping clients achieve their financial goals and has a proven track record of success. Prior to working with Concorde Asset Management, LLC Peter worked with Independent Financial Group, LLC and Financial West Group.
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.
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.
A percentage of the total value of assets under management is charged.
Promoter fees from other advisors
1
2
MI
08/23/2023 - Present
Concorde Asset Management, LLC (ANN ARBOR MI)
CA
11/12/2008 - 07/24/2018
INDEPENDENT FINANCIAL GROUP, LLC (Manhattan Beach CA)
CA
08/03/2004 - 11/13/2008
FINANCIAL WEST GROUP (MANHATTAN BEACH CA)
NY
05/22/2001 - 08/04/2004
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 06/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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