Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Smith is a registered representative of Vanguard Advisers, Inc. Peter holds the Series 63 and Series 66 licenses and specializes in working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and pooled investment vehicles. Peter has been in the securities industry since June 2020. Peter's previous employment includes roles at The Vanguard Group, Inc., KML Law Group, Med-Park Corp., Sea Isle Ice, and West Chester University.
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.
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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PA
11/27/2024 - Present
Vanguard Advisers, Inc. (Malvern PA)
Active
Inactive
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