Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Lainson is a financial advisor with over 30 years of experience in the financial services industry. Peter has held registrations with several firms, including Wells Fargo Advisors Financial Network, LLC, Wachovia Securities, LLC, and Blunt Ellis & Loewi Incorporated. Peter currently works for CWM, LLC in Hastings, Nebraska. Peter is a registered Investment Advisor Representative in the state of Nebraska and holds the Series 7, Series 63, Series 65, and Series 24 licenses. Peter specializes in providing financial advice to individuals, high net worth individuals, corporations, and pension and profit-sharing plans. Peter also provides sub-advisory services for other investment advisory firms.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
NE
11/01/2023 - Present
CWM, LLC (Hastings NE)
NE
08/22/2008 - 01/23/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (HASTINGS NE)
NE
09/04/1990 - 08/22/2008
WACHOVIA SECURITIES, LLC (GRAND ISLAND NE)
NA
03/25/1988 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
IA
Issued 03/21/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/23/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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