Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Leif Mendall is a financial advisor at Raymond James Financial Services Advisors, Inc.. Peter has been in the financial industry since June 24, 1997. Peter is licensed to provide financial advice in 27 states. Peter is registered as an Investment Advisor Representative in Maine and Texas. Peter holds the Series 66, Series 7, Series 24 and the SIE licenses. Peter has a long history of working with individuals, corporations, trusts, pension and profit-sharing plans, charitable organizations, and insurance companies. Peter is also a partner in Mendall Financial Group, LLC, a support company. Peter is a partner in Morningtide Holdings LLC and a partner in SweetWater Farrm, an agriculture/farming business.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
ME
04/10/2013 - Present
Raymond James Financial Services Advisors, Inc. (Topsham ME)
ME
06/25/1997 - 11/07/1997
HOWE, MENDALL & ASSOCIATES, INC. (AUGUSTA ME)
BOTH
Issued 05/04/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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