Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Mott is a financial advisor with over 40 years of experience in the financial services industry. Peter has worked at William Blair since 2009. Peter is a registered investment advisor in Illinois and holds Series 7, 9, 10, 15, 63, and 65 licenses. Peter has specialized in equity research services, portfolio management for individuals, businesses, and pooled investment vehicles, and financial planning. Peter is a member of the Chicago community, currently serving as Chairman (Non Executive) of Armaly Brands, a manufacturer and distributor of household products.
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.
Equity research services
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
IL
04/28/2009 - Present
William Blair (CHICAGO IL)
IL
01/13/2001 - 04/07/2009
DEUTSCHE BANK SECURITIES INC. (CHICAGO IL)
MD
01/17/1998 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NY
05/30/1994 - 10/09/1997
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
05/19/1978 - 05/19/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
06/24/1974 - 05/19/1978
KIDDER, PEABODY & CO., INCORPORATED
NA
04/10/1973 - 07/26/1974
CLARK, DODGE & CO., INCORPORATED
IA
Issued 04/24/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/31/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1995
Series 15 - Foreign Currency Options Examination
BC
Issued 11/09/1995
Series 5 - Interest Rate Options Examination
BC
Issued 12/03/1986
Series 3 - National Commodity Futures Examination
BC
Issued 08/15/1977
PC - AMEX Put and Call Exam
BC
Issued 04/05/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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