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 Weinbaum is a financial advisor with over 20 years of experience in the industry. Peter is registered with Ameriprise Financial Services, LLC and holds Series 7, 24, 52TO, 53, and 66 licenses. Peter has worked with clients in a variety of sectors, including corporations, individuals, trusts, and charitable organizations. Peter provides financial planning, portfolio management, and asset allocation services to clients.
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.
Asset allocation 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
GA
11/14/2017 - Present
Ameriprise Financial Services, LLC (DULUTH GA)
GA
03/25/2017 - 11/09/2017
MML INVESTORS SERVICES, LLC (ATLANTA GA)
GA
03/24/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
09/14/2009 - 01/02/2015
NEW ENGLAND SECURITIES (ATLANTA GA)
GA
11/19/2003 - 08/28/2009
AXA ADVISORS, LLC (ATLANTA GA)
BOTH
Issued 12/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/23/2005
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 11/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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