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 Franklin is a financial advisor with over 9 years of experience. Peter has a wide range of experience in the financial services industry, including experience with Avantax Advisory Services and SAGEPOINT FINANCIAL, INC. Peter holds both a Series 63 and Series 65 license, as well as a Series 7 license and the Securities Industry Essentials Examination (SIE). Peter is registered to provide financial services in Arizona, California, Florida, Georgia, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Virginia, and West Virginia. Peter provides a variety of financial services, including financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
FL
10/22/2024 - Present
Avantax Advisory Services (Hollywood FL)
PA
04/23/2014 - 03/13/2017
SAGEPOINT FINANCIAL, INC. (OAKMONT PA)
IA
Issued 11/12/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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