Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Berneburg is a financial advisor with over 27 years of experience in the financial services industry. Peter has a strong background in both investment advisory and broker-dealer services and holds a variety of licenses and certifications, including Series 7, 63, 65, and 4. Currently, Peter is an Investment Advisor Representative with Osaic Wealth, Inc. Prior to joining Osaic Wealth, Inc., Peter worked with Woodbury Financial Services, Inc., Capital One Investing, LLC, and Capital One Investment Services LLC. Peter is passionate about helping clients achieve their financial goals and is committed to providing personalized advice and guidance.
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.
1
2
MD
01/19/2024 - Present
Osaic Wealth, Inc. (North Bethesda MD)
MD
02/13/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (North Bethesda MD)
VA
01/02/2015 - 08/07/2018
CAPITAL ONE INVESTING, LLC (MCLEAN VA)
VA
04/26/2010 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (MCLEAN VA)
MD
01/22/1996 - 05/01/2010
CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)
IA
Issued 05/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/1999
Series 4 - Registered Options Principal Examination
BC
Issued 08/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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