Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Leroy Voss is a financial advisor registered with Commonwealth Financial Network. Peter has been in the financial services industry since 1984. Peter is licensed to provide investment advice in several states including Arizona, California, Colorado, Florida, Idaho, Iowa, Nevada, Oregon, Texas, Utah, Virginia, and Washington. Peter is a Chartered Financial Consultant and has passed the Series 6, 22, and 63 exams. Peter has been affiliated with Commonwealth Equity Services, Inc. and Cunningham & Voss Financial Services. Peter is currently registered with Commonwealth Financial Network, which provides financial services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
11/06/2006 - Present
Commonwealth Financial Network (UPLAND CA)
CT
02/03/1998 - 02/12/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CT
03/11/1996 - 12/03/1997
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NY
08/29/1986 - 01/04/1996
NYLIFE SECURITIES INC. (NEW YORK NY)
NA
02/01/1984 - 07/22/1986
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY
BC
Issued 10/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/30/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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