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 Muckerman is a financial advisor with over 25 years of experience in the industry. Peter is currently registered with Raymond James Financial Services Advisors, Inc. and is located in Arlington, Virginia. Peter has held previous roles with CITIGROUP GLOBAL MARKETS INC., LEGG MASON WOOD WALKER, INCORPORATED, CHARLES SCHWAB & CO., INC. and H. RIVKIN & CO., INC.. Peter offers a variety of financial services, including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. Peter also offers hourly & fixed rate consultations.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
VA
05/13/2009 - Present
Raymond James Financial Services Advisors, Inc. (Arlington VA)
VA
02/21/2006 - 05/07/2009
CITIGROUP GLOBAL MARKETS INC. (ALEXANDRIA VA)
MD
07/21/1999 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
TX
01/21/1999 - 07/23/1999
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NJ
07/06/1998 - 02/08/1999
H. RIVKIN & CO., INC. (PRINCETON NJ)
TN
08/29/1996 - 04/29/1997
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
IA
Issued 09/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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