Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Keith Fisher is an investment advisor representative with Concorde Asset Management, LLC, a firm headquartered in Ann Arbor, MI. Peter has been in the industry since August 2005 and has experience working with a wide range of clients including individuals, corporations, and institutions. Peter is registered to provide investment advice in 26 states and holds licenses in various areas including Securities Industry Essentials Examination (SIE), General Securities Representative Examination (Series 7), Uniform Securities Agent State Law Examination (Series 63), and Uniform Investment Adviser Law Examination (Series 65). Peter is also a co-founder and director of Sequent Real Estate + Wealth Management (Sequent REWM) in San Francisco, CA.
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.
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.
Promoter fees from other advisors
1
2
MI
03/22/2021 - Present
Concorde Asset Management, LLC (ANN ARBOR MI)
IL
08/08/2005 - 03/13/2020
INLAND SECURITIES CORPORATION (OAK BROOK IL)
IA
Issued 02/11/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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