Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Robinson is a financial advisor registered with Kestra Advisory Services, LLC. Peter has been in the financial services industry since 2005 and is active in both broker-dealer and investment advisor capacities. Peter holds licenses for Series 7, Series 66, and Series 6TO. Peter provides investment advisory services and is affiliated with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Peter also has a background in insurance. Peter has been affiliated with several firms over the years including IDS Life Insurance Company, Ameriprise Financial Services, Inc., Principal Securities, Inc., and Kestra Advisory Services, LLC.
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.
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.
1
2
MN
12/18/2018 - Present
Kestra Advisory Services, LLC (Minnetonka MN)
MN
06/26/2006 - 01/02/2019
PRINCIPAL SECURITIES, INC. (MINNETONKA MN)
MN
04/04/2005 - 06/29/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MANKATO MN)
MN
04/04/2005 - 06/29/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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