Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Michael Burton is an Investment Advisor Representative at Burton Enright Welch. Peter has been registered with the Securities and Exchange Commission since 1987 and has experience in the financial services industry for over 30 years. Peter is a Registered Investment Advisor and holds Series 7, 22, 63, and 65 licenses. Peter is a Chartered Financial Consultant. Peter is also a partner in Burton Enright Welch and provides life insurance analysis and recommendations to individuals and small business owners. Peter is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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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CA
05/08/2002 - Present
Burton Enright Welch (WALNUT CREEK CA)
CA
01/31/1997 - 08/16/2012
ROYAL ALLIANCE ASSOCIATES, INC. (WALNUT CREEK CA)
GA
03/19/1991 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NA
04/05/1990 - 03/22/1991
DERAND/PENNINGTON/BASS, INC.
NY
03/15/1989 - 03/13/1990
KEYSTONE CAPITAL CORPORATION (NEW YORK NY)
NA
01/07/1987 - 10/04/1988
SOUTHMARK CONSOLIDATED SECURITIES CORPORATION
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
BC
Issued 12/22/1986
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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