Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter McHugh is an investment advisor representative who has been in the industry since March 19, 2023. Peter is registered with State Farm Investment Management Corp. and State Farm VP Management Corp. Peter is also licensed to sell insurance. Peter is currently registered in Minnesota, Wisconsin and Iowa. Peter holds the Series 63 and 65 licenses and the Series 6TO and SIE exams.
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.
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.
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MN
09/19/2024 - Present
State Farm Investment Management Corp. (Edina MN)
IL
12/14/2022 - 03/15/2023
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 11/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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