Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Munley is a financial advisor with LPL Financial LLC. Peter is registered with the state of Pennsylvania and Delaware. Peter has been a financial advisor for over 10 years. Peter has experience working with individuals, businesses, and charitable organizations. He has a strong understanding of investment strategies and is committed to helping clients achieve their financial goals. Peter holds the Series 7, 66, and SIE licenses. Prior to joining LPL Financial LLC, Peter worked for CUNA Brokerage Services, Inc. and American Heritage FCU.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
05/18/2022 - Present
LPL Financial LLC (KING OF PRUSSIA PA)
PA
05/10/2021 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (King of Prussia PA)
BOTH
Issued 08/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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