Unclaimed
Peter Krussel is a financial advisor with over 27 years of experience in the industry. Peter is currently registered with Osaic Wealth, Inc. and Southland Equity Partners, LLC. Peter is licensed in 47 states and offers a range of services including financial planning, portfolio management for individuals and businesses, and pension consulting. Peter's previous experience includes working with firms such as FSC Securities Corporation, Advantage Capital Corporation, Tower Square Securities, Inc. and Walnut Street Securities, Inc.
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
MO
11/03/2023 - Present
Osaic Wealth, Inc. (WILDWOOD MO)
MO
07/15/2008 - 11/03/2023
FSC SECURITIES CORPORATION (WILDWOOD MO)
GA
07/15/2008 - 03/31/2009
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
09/27/2005 - 07/15/2008
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CA
03/27/2001 - 07/15/2008
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
10/15/2002 - 04/25/2006
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
FL
11/16/1999 - 03/26/2001
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
NE
11/10/1997 - 11/23/1999
SECURITIES AMERICA, INC. (LAVISTA NE)
MO
09/08/1997 - 11/07/1997
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
NY
03/11/1996 - 08/08/1997
PROACTIVE FINANCIAL SERVICES, INC. (PLEASANTVILLE NY)
IA
Issued 01/24/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/1998
Series 4 - Registered Options Principal Examination
BC
Issued 09/05/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/04/1997
Series 27 - Financial and Operations Principal Examination
BC
Issued 07/18/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1999
Series 3 - National Commodity Futures Examination
BC
Issued 03/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Krussel is the right advisor for you? Invested Better is here to help.