Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Loncar is a financial advisor with Raymond James Financial Services Advisors, Inc., working in the Beaver, Pennsylvania office. Peter has been in the financial services industry since January 20, 1987. Before joining Raymond James, Peter worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Advest, Inc.. Peter has a wide range of experience and holds various licenses and certifications, including the Series 7, 10, 9, 31, and 63 licenses, and the SIE and Series 65 exams. Peter is also a Certified Financial Planner.
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
PA
06/13/2023 - Present
Raymond James Financial Services Advisors, Inc. (BEAVER PA)
PA
09/14/1989 - 07/27/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRANBERRY TOWNSHIP PA)
PA
12/02/2005 - 03/08/2006
ADVEST, INC. (BEAVER PA)
NA
01/21/1987 - 09/23/1989
FINANCIAL ESTATE PLANNING, INC.
IA
Issued 10/18/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/04/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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