Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Bentler is a financial advisor with over 18 years of experience in the industry. Peter is currently registered with Wintrust Investments LLC in Illinois, and has previously worked with CITIGROUP GLOBAL MARKETS INC. Peter holds Series 66, 7 and SIE licenses. Peter is also a Certified Financial Planner. Peter is committed to providing personalized financial advice to his clients and helping them achieve their financial goals. Peter's clients include high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Peter provides a wide range of financial services, including financial planning, portfolio management, and selection of other advisors.
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.
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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IL
10/29/2008 - Present
Wintrust Investments LLC (CHICAGO IL)
IL
01/28/2005 - 10/30/2008
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
BOTH
Issued 03/31/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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