Unclaimed
Peter Pavlov is a financial advisor with over 15 years of experience in the financial industry. Peter holds a Series 65 license and is currently registered as an Investment Advisor Representative (IAR) with both Lynx Investment Advisory, LLC and Select Investment Solutions, LLC in Maryland. Peter has worked with a wide range of clients, including high-net-worth individuals, charitable organizations, pension plans, and non-profits, providing them with various financial services such as performance measurement, asset allocation, financial planning, selection of other advisors, and portfolio management. Peter has experience working with clients across the globe having previously worked in London, Paris, and Toulouse.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Performance measurement, asset allocation
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.
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MD
01/18/2022 - Present
Lynx Investment Advisory, LLC (Columbia MD)
IA
Issued 12/11/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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