Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Vanderlofske is a financial advisor with Concourse Financial Group Securities, Inc. Peter has over 30 years of experience in the financial services industry. Peter is registered with FINRA and the state of Texas. Peter provides financial planning, portfolio management, and investment advisory services to individual and corporate clients. Peter holds a Series 6, 22, 52, 62, and 63 licenses, as well as a Series SIE license, and is a Chartered Financial Consultant. Before joining Concourse Financial Group Securities, Inc., Peter was with Princor Financial Services Corporation for 8 years, NFP Securities, Inc. for 8 years, MML Investors Services, Inc. for 2 years, G. R. Phelps & Co., Inc. for 6 years and New England Securities for 3 years.
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.
1
2
TX
07/23/2014 - Present
Concourse Financial Group Securities, Inc. (The Woodlands TX)
TX
02/06/2006 - 07/22/2014
PRINCOR FINANCIAL SERVICES CORPORATION (HOUSTON TX)
TX
01/07/1998 - 01/06/2006
NFP SECURITIES, INC. (AUSTIN TX)
MA
03/01/1996 - 01/02/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
07/10/1989 - 03/01/1996
G. R. PHELPS & CO., INC.
NY
08/03/1992 - 06/13/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 09/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1994
Series 52 - Municipal Securities Representative Examination
BC
Issued 11/22/1989
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/26/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/06/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/08/1986
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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