Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Ka Lee is a financial advisor with The Harbor Group, Inc. with over 20 years of experience in the financial industry. Peter is a Certified Financial Planner™ professional and holds Series 6 and Series 63 licenses. Peter has previously worked with METLIFE SECURITIES INC. and METROPOLITAN LIFE INSURANCE COMPANY. The Harbor Group, Inc. is a Registered Investment Advisor (RIA) with a focus on providing financial planning, portfolio management, and investment advisory services to individuals, families, and charitable organizations.
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.
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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NH
11/30/2022 - Present
THE Harbor Group, Inc. (BEDFORD NH)
MA
08/12/1999 - 11/22/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/12/1999 - 11/22/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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