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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 Blok is a financial advisor with Independent Financial Group, LLC, located in Exton, PA. Peter has been in the financial services industry since 1999. Peter holds Series 6, 7, 63, and 65 licenses and is a Certified Financial Planner. Peter has a wide range of experience in financial planning, portfolio management, and pension consulting. Peter provides advisory services to individuals, businesses, and charitable organizations. Peter's primary focus is to help clients achieve their financial goals.
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.
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.
1
2
PA
10/31/2014 - Present
Independent Financial Group, LLC (Exton PA)
PA
06/20/2006 - 10/31/2014
H. BECK, INC. (DOWNINGTOWN PA)
CA
12/17/2004 - 05/15/2006
DUNHAM AND ASSOCIATES INVESTMENT COUNSEL, INC. (SAN DIEGO CA)
PA
04/26/1999 - 12/16/2004
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
IA
Issued 09/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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