Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Baker is a registered investment advisor representative with Preston Wealth Advisors, LLC and Catoctin Wealth Management LLC. Peter has been in the industry since 2006. Peter is a Series 66 and Series 7 licensed professional. The firms focus on providing financial planning services. Peter is also a member of the Ruritans of Lucketts, a community aid group.
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.
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.
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.
Subscription fees from advisory firms for market indicators
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2
VA
10/31/2023 - Present
Preston Wealth Advisors, LLC (RESTON VA)
VA
02/10/2006 - 07/18/2014
AMERIPRISE FINANCIAL SERVICES, INC. (LEESBURG VA)
BOTH
Issued 02/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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