Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Siegling is a financial advisor with over 16 years of experience in the financial services industry. Peter is a Certified Financial Planner (CFP®) and is registered with Osaic Wealth, Inc. Peter specializes in financial planning, investment management, and risk management for individuals, families, and businesses. Prior to joining Osaic Wealth, Peter worked as a financial advisor at Pruco Securities, LLC. and TD Ameritrade.
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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SD
02/05/2024 - Present
Osaic Wealth, Inc. (SIOUX FALLS SD)
SD
10/14/2019 - 02/05/2024
PRUCO SECURITIES, LLC. (Sioux Falls SD)
NE
08/13/2010 - 10/15/2019
TD AMERITRADE, INC. (OMAHA NE)
IL
05/14/2009 - 08/02/2010
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
CA
07/20/2007 - 05/07/2009
TD AMERITRADE, INC. (LA JOLLA CA)
NE
09/25/2006 - 10/10/2006
WADDELL & REED, INC. (LINCOLN NE)
IA
Issued 10/12/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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