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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter M. Essele is a financial advisor with Commonwealth Financial Network, a firm with over 3,300 investment advisor representatives and 2,950 registered representatives. Peter has been in the industry since 2006. Peter specializes in providing financial planning, portfolio management, pension consulting, educational seminars, and publication of periodicals to a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Peter is registered with the state of Massachusetts and has passed the Uniform Combined State Law Examination (Series 66), the Municipal Securities Principal Examination (Series 53), the General Securities Principal Examination (Series 24), the Futures Managed Funds Examination (Series 31), and the General Securities Representative Examination (Series 7).
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.
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.
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2
MA
03/14/2011 - Present
Commonwealth Financial Network (WALTHAM MA)
BOTH
Issued 12/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 03/31/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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