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 Lee is a financial advisor with over 18 years of experience in the financial services industry. Peter has a strong background in investment management and financial planning. Peter is currently registered as a Registered Representative and Investment Advisor Representative with Thrivent Advisor Network, LLC. Peter provides financial advice to individuals and families. Prior to joining Thrivent Advisor Network, LLC, Peter was an Investment Advisor Representative at Purshe Kaplan Sterling Investments, Inc. Peter is also a Certified Financial Planner™ and a Chartered Financial Consultant™.
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.
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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2
MN
05/15/2020 - Present
Thrivent Advisor Network, LLC (MINNEAPOLIS MN)
WA
06/04/2020 - 06/06/2024
PURSHE KAPLAN STERLING INVESTMENTS (Mill Creek WA)
WA
03/21/2006 - 06/03/2020
THRIVENT INVESTMENT MANAGEMENT INC. (Mill Creek WA)
BOTH
Issued 04/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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