Unclaimed
Peter Bahner is a financial professional with over nine years of experience in the financial services industry. Peter is a Certified Financial Planner™ professional and is registered to offer securities and investment advisory services through Pruco Securities, LLC. Peter is currently registered in 10 states, including Arizona, Florida, Illinois, Michigan, Mississippi, Ohio, Pennsylvania and Texas. Peter offers investment advisory services to a variety of client types, including high-net-worth individuals, corporations and other businesses, and individuals other than high-net-worth.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from lpl enterprise, llc
1
2
OH
11/29/2023 - Present
Pruco Securities, LLC (Independence OH)
IA
Issued 01/19/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/18/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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