Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter M Jawidzik is a financial advisor with LPL Financial LLC. Peter has been in the financial industry for over 23 years. Previously, Peter worked at UVEST FINANCIAL SERVICES GROUP, INC., JEFFERSON PILOT SECURITIES CORPORATION and CITIZENS FINANCIAL SERVICES INC.. Peter is registered in North Carolina and South Carolina. Peter specializes in portfolio management for businesses and individuals.
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.
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2
SC
01/01/2025 - Present
LPL Financial LLC (FORT MILL SC)
NC
10/22/2008 - 04/26/2012
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
FL
01/25/2000 - 04/05/2007
JEFFERSON PILOT SECURITIES CORPORATION (LAKE MARY FL)
RI
01/01/1999 - 12/23/1999
CITIZENS FINANCIAL SERVICES INC. (JOHNSTON RI)
RI
01/07/1998 - 03/20/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 02/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/13/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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