Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Knoer is a financial advisor at Bogart Wealth, LLC. Peter has been in the financial industry for over 10 years. Peter is licensed in Texas and holds the Series 66, SIE and Series 7 licenses. Peter has experience with financial planning, portfolio management for individuals, and educational seminars. Peter previously worked at Morgan Stanley and RBC Capital Markets. Peter has a CFP designation. Bogart Wealth, LLC is a registered investment advisor with a focus on financial planning and portfolio management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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TX
06/20/2016 - Present
Bogart Wealth, LLC (Houston TX)
TX
11/13/2014 - 07/15/2016
MORGAN STANLEY (HOUSTON TX)
TX
04/26/2013 - 11/21/2014
RBC CAPITAL MARKETS, LLC (HOUSTON TX)
BOTH
Issued 05/06/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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