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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 Matthew Schortmann is an investment advisor representative with Columbia Management Investment Advisers, LLC. Peter has been in the industry since 1993 and has experience with a number of firms including Columbia Management Distributors, Inc., Putnam Retail Management Limited Partnership, and Fidelity Investments Institutional Services Company, Inc. Peter is registered with the state of Massachusetts and is currently active in the industry.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
05/01/2010 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
MA
05/15/2001 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
07/13/2000 - 05/14/2001
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
RI
05/24/1993 - 05/25/2000
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 08/31/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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