Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Shurow is a registered representative of Osaic Wealth, Inc. with over 30 years of experience in the financial services industry. Peter has held several roles at different firms, including Capital Financial Services, Inc., FSC Securities Corporation, and Empire Financial Group, Inc. Peter is a Series 6, 7, 24, 52TO, 63, and 66 licensed professional. Peter is a registered investment advisor in multiple states. Peter's experience and knowledge in the field of financial services allows him to provide a broad range of financial services to clients, 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.
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
OK
11/03/2023 - Present
Osaic Wealth, Inc. (MOORE OK)
OK
04/18/2019 - 11/03/2023
FSC SECURITIES CORPORATION (MOORE OK)
OK
09/24/2004 - 04/18/2019
CAPITAL FINANCIAL SERVICES, INC. (MOORE OK)
FL
11/21/2003 - 10/01/2004
EMPIRE FINANCIAL GROUP, INC. (LONGWOOD FL)
NE
11/04/2002 - 11/24/2003
FREEDOM FINANCIAL, INC. (OMAHA NE)
MN
07/01/2002 - 11/05/2002
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
02/01/1995 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
MN
09/28/1988 - 02/10/1995
AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)
BOTH
Issued 03/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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