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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 Knittle is an Investment Advisor Representative with Osaic Wealth, Inc. Peter has been in the financial services industry for over 20 years. Peter has passed the Uniform Securities Agent State Law Examination, Uniform Combined State Law Examination and several other exams including the General Securities Representative Examination and the Investment Company Products/Variable Contracts Representative Examination. Peter has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Peter is registered with the state of New York as an Investment Advisor Representative and is also registered as a Broker-Dealer in several other states. Peter is also a Notary Public.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
09/10/2008 - 03/16/2015
LPL FINANCIAL LLC (ROCHESTER NY)
NY
09/11/2008 - 03/13/2015
ESL INVESTMENT SERVICES, LLC (ROCHESTER NY)
NY
05/12/2003 - 12/31/2007
PRIMEVEST FINANCIAL SERVICES, INC. (BROCKPORT NY)
MD
01/07/2000 - 09/24/2001
M&T SECURITIES, INC. (BALTIMORE MD)
BOTH
Issued 05/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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