Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Leander Schmidt is a financial advisor in Madison, WI, with over 25 years of experience in the industry. Peter is registered with LPL Financial LLC, where he has been employed since March 2021. Prior to that, Peter worked for BMO Harris Financial Advisors, Inc. for 9 years. Peter holds licenses for both Broker-Dealer and Investment Advisor, and has passed the Series 6, 7, 24, 63, and 65 examinations. Peter is also a Certified Financial Planner™ and a Chartered Financial Consultant.
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.
Consulting and other non-discretionary advisory services
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
WI
03/24/2021 - Present
LPL Financial LLC (MADISON WI)
WI
01/25/2012 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (MADISON WI)
WI
01/13/1998 - 08/17/2012
M&I FINANCIAL ADVISORS, INC (MADISON WI)
MA
03/08/1996 - 12/23/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
03/08/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 10/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/07/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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