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 Shurow has over 24 years of experience in the financial services industry. Peter is currently registered with Osaic Wealth, Inc. in Oklahoma and Texas. Peter has previously worked at FSC Securities Corporation, Capital Financial Services, Inc., Empire Financial Group, Inc., Freedom Financial, Inc., Thrivent Investment Management Inc., and Lutheran Brotherhood Securities Corp. Peter has a Series 6, 7, 63, and 65 license. Peter is also a registered principal with FINRA. Peter’s specialties include financial planning, portfolio management for individuals and businesses, and pension consulting.
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 - 10/04/2004
EMPIRE FINANCIAL GROUP, INC. (LONGWOOD FL)
NE
09/24/2002 - 11/24/2003
FREEDOM FINANCIAL, INC. (OMAHA NE)
MN
07/01/2002 - 08/13/2002
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
07/01/1999 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 12/09/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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