Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Smegielski is a financial advisor at Arbor Point Advisors. Peter is a registered representative with FINRA and a licensed investment advisor representative. Peter has been in the securities industry since 2011. Peter has experience in providing financial planning and investment advice to a wide range of clients, including individuals, families, and businesses. Peter holds a Series 7, Series 6, Series 63, Series 66, Series 9, and Series 10 license. Peter is also licensed to sell insurance. Peter is a member of the National Association of Personal Financial Advisors (NAPFA).
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.
A percentage of the total value of assets under management is charged.
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2
CA
02/17/2022 - Present
Arbor Point Advisors (SAN DIEGO CA)
CA
07/07/2020 - 06/14/2024
SECURITIES AMERICA, INC. (SAN DIEGO CA)
CA
01/27/2015 - 07/01/2020
BBVA SECURITIES INC. (VISTA CA)
CA
11/06/2010 - 11/21/2014
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
BOTH
Issued 01/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/03/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/05/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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