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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Wierzbicki is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Peter Wierzbicki has been in the financial services industry since June 19, 1988. Peter Wierzbicki is registered with the state of California, where he is licensed as a registered investment advisor representative. Peter Wierzbicki is also registered in Texas as a registered investment advisor representative. Peter Wierzbicki is also a registered representative with Cambridge Investment Research, Inc. Peter Wierzbicki has a Series 6, Series 62, and Series 63 license. Peter Wierzbicki also holds a Securities Industry Essentials (SIE) license. Peter Wierzbicki specializes in investment advisory services, financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Peter Wierzbicki works with clients of all ages and income levels.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
06/13/2016 - Present
Cambridge Investment Research Advisors, Inc. (Guerneville CA)
IN
06/20/1988 - 02/03/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/20/1988 - 02/03/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
06/20/1988 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
IA
Issued 07/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2011
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 06/17/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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