Unclaimed
Peter Schulte has over 39 years of experience in the financial services industry. Peter is registered with MML Investors Services, LLC and has held this position since September of 1983. Peter is also registered as an Investment Advisor Representative with the state of Minnesota. Peter has a wide range of experience, including holding Series 6, 7, 22, 24, 42, 52, 62, 63, 72, and SIE licenses. Peter is a Chartered Financial Consultant and is also an agent for Massachusetts Mutual Life Insurance Company.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MN
02/13/2017 - Present
MML Investors Services, LLC (BURNSVILLE MN)
NA
08/12/1983 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BC
Issued 12/27/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2001
Series 72 - Government Securities Representative Examination
BC
Issued 05/27/1997
Series 42 - Registered Options Representative Examination
BC
Issued 05/08/1995
Series 52 - Municipal Securities Representative Examination
BC
Issued 11/23/1988
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 03/11/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/11/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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