Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Seelig is a financial advisor with over 20 years of experience in the industry. Peter has been registered with LPL Financial LLC since February 2018. Prior to that, Peter was a registered representative with SII INVESTMENTS, INC. and AXA ADVISORS, LLC. Peter holds Series 6, 7, 24, 65, and 66 licenses. Peter is a registered investment advisor in the state of Oregon. Peter provides investment advisory services to individuals, corporations, and other businesses. Peter also provides financial planning services. Peter is committed to providing his clients with personalized investment advice and guidance.
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.
Consulting and other non-discretionary advisory services
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
OR
02/14/2018 - Present
LPL Financial LLC (PORTLAND OR)
OR
02/16/2005 - 02/14/2018
SII INVESTMENTS, INC. (PORTLAND OR)
NY
04/10/2002 - 02/14/2005
AXA ADVISORS, LLC (NEW YORK NY)
NJ
08/24/1998 - 04/10/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 06/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/10/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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