Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Augustine is a financial advisor with over 27 years of experience in the industry. Peter is currently registered with Osaic Wealth, Inc. and holds a Series 6, 7, 24, 63 and 65 licenses. Peter has a strong background in financial planning, portfolio management, and insurance. Peter Augustine offers full-service, comprehensive investment advisory and wealth management services to clients in their best interest. This includes both investment and portfolio management as well as comprehensive financial planning services.
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
NV
06/14/2024 - Present
Osaic Wealth, Inc. (SPARKS NV)
CA
01/17/2013 - 06/14/2024
SECURITIES AMERICA, INC. (SACRAMENTO CA)
MI
09/11/2012 - 01/22/2013
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (MIDLAND MI)
MI
05/19/1998 - 09/13/2012
VALIC FINANCIAL ADVISORS, INC. (GRAND RAPIDS MI)
TX
04/25/1997 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
MN
11/20/1996 - 09/24/1997
MIMLIC SALES CORPORATION (ST. PAUL MN)
IA
Issued 04/15/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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