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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 Wilmot is a financial advisor with LPL Financial LLC, based in Downers Grove, IL. Peter has over 20 years of experience in the financial services industry and is a Certified Financial Planner™ and a Chartered Financial Consultant. Peter helps individuals and families with a variety of financial planning needs, including retirement planning, college savings, estate planning, and investment management. He also provides financial planning services for businesses.
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
IL
06/21/2018 - Present
LPL Financial LLC (DOWNERS GROVE IL)
IL
03/02/2007 - 05/20/2015
METLIFE SECURITIES INC. (DOWNERS GROVE IL)
IL
03/02/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DOWNERS GROVE IL)
MA
03/17/2006 - 01/31/2007
WATERSTONE FINANCIAL GROUP, INC. (BOSTON MA)
MA
01/01/2001 - 03/07/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/01/2001 - 03/07/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 02/18/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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