Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Luke Patag is a financial advisor currently registered with Thrivent Investment Management Inc. and has been active in the industry since July 2022. Peter is based in Pismo Beach, California and holds a Series 63, Series 66, Series 7TO, and SIE licenses. Peter has a proven track record of providing financial advice to individuals, high-net-worth individuals, and corporations. Peter specializes in providing financial planning and portfolio management services.
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.
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.
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CA
05/17/2023 - Present
Thrivent Investment Management Inc. (PISMO BEACH CA)
BOTH
Issued 09/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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