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 Way is an investment advisor representative with Ameritas Advisory Services, LLC, based in West Des Moines, Iowa. Peter has been in the industry since January 25, 1994. Peter has been registered with the state of Iowa since November 1, 2021, and is licensed in other states. Peter is a registered representative with New England Securities and Thrivent Investment Management Inc.. Peter is Series 6, 7, 63 and 65 licensed, and holds the SIE exam.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
IA
11/01/2021 - Present
Ameritas Advisory Services, LLC (W Des Moines IA)
NY
06/18/2003 - 01/04/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
MN
01/26/1994 - 07/01/2003
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
IA
Issued 04/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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