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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Karl Beneke is an investment advisor representative with Cambridge Investment Research Advisors, Inc. in Huntington Station, NY. Peter Beneke has been in the industry since 1988. He has a total of 8 registrations: 7 in state and 1 in the federal IA. Peter Beneke is registered with the state of New York as an investment advisor representative. He has passed the Series 7, Series 63, and SIE exams. Peter Karl Beneke is also an Independent Insurance Agent for various independent insurance companies and is a Notary Public. Peter Beneke has worked for LPL Financial, LLC and Cambridge Investment Research, Inc. Cambridge Investment Research Advisors, Inc. is a registered investment advisor with the SEC and has over 448,526 accounts with $87 billion in regulatory assets under management. Cambridge Investment Research Advisors, Inc. provides advisory services including financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.
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.
Solicitation fees from 3rd party money managers
1
2
NY
04/10/2021 - Present
Cambridge Investment Research Advisors, Inc. (Huntington Station NY)
NY
12/09/1994 - 08/25/2015
LPL FINANCIAL LLC (HUNTINGTON STATION NY)
NY
07/08/1991 - 12/20/1994
W.J. NOLAN & COMPANY, INC. (NEW YORK NY)
MN
04/12/1991 - 06/04/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/12/1991 - 06/04/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
07/21/1987 - 11/07/1990
D. H. BLAIR & CO., INC. (NEW YORK NY)
BC
Issued 12/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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