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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 Kotkas is a financial advisor with Commonwealth Financial Network. Peter is a Registered Representative in Oregon and Washington, with over 14 years of experience in the financial services industry. Peter is also a Registered Investment Advisor in Oregon and Washington. Peter has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Peter's office is located in White Salmon, Washington. Previous to his current position, Peter has held positions at Wells Fargo Advisors Financial Network, LLC and AXA Advisors, LLC.
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.
1
2
WA
09/02/2020 - Present
Commonwealth Financial Network (White Salmon WA)
OR
10/27/2010 - 09/02/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PORTLAND OR)
OR
04/20/2009 - 10/08/2010
AXA ADVISORS, LLC (PORTLAND OR)
MA
06/05/2008 - 04/22/2009
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 07/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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