Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Karl Berneburg is a financial advisor with over 27 years of experience in the industry. Peter has a variety of experience including working with individuals, businesses, and institutions. Peter is currently registered with Osaic Wealth, Inc. and holds the Series 4, 63, 65, and 7 licenses. Peter is also a Certified Financial Planner. In addition to his work with Osaic Wealth, Inc., Peter is also a wealth advisor and financial planner for Symmetry Financial Partners and is the executor and trustee of his father's estate.
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.
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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 5/3/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/13/1999
Series 4 - Registered Options Principal Examination
BC
Issued 8/7/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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