Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Reist is an Investment Advisor Representative with Oxford Financial Group, Ltd.. Peter is licensed in Florida, Illinois, Indiana, Michigan, Ohio and Texas. Peter is a Personal Financial Specialist and has over 14 years of experience in the financial services industry. Peter has a strong commitment to providing personalized financial advice to help clients achieve their financial goals. Peter specializes in financial planning, pension consulting, and portfolio management. Peter is a certified public accountant.
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.
A percentage of the total value of assets under management is charged.
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IN
01/01/2017 - Present
Oxford Financial Group, Ltd. (CARMEL IN)
IA
Issued 05/02/2003
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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