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 Reilly is a registered investment advisor representative with Trajan Wealth, LLC, with a focus on providing financial planning, portfolio management for individuals and investment companies, and educational seminars. Peter M Reilly also has insurance licenses. Peter M Reilly has been in the industry since 1996, and has experience with various financial services firms, including Nationwide Investment Services Corporation, G. Distributors, LLC, and Pioneer Funds Distributor, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1031 advisory fees
1
2
TX
02/14/2024 - Present
Trajan Wealth, LLC (The Woodlands TX)
OH
12/22/2016 - 01/05/2018
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
NY
12/10/2013 - 12/05/2016
G.DISTRIBUTORS, LLC (RYE NY)
MA
06/28/2004 - 12/06/2013
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MA
05/14/2004 - 06/01/2004
ENGROUP SECURITIES LLC (EAST FALMOUTH MA)
CT
05/09/2001 - 12/10/2001
MANULIFE WOOD LOGAN, INC. (STAMFORD CT)
NC
08/18/1999 - 02/09/2001
EQUITABLE DISTRIBUTORS, INC. (CHARLOTTE NC)
RI
01/17/1997 - 07/29/1999
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 07/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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