Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Nieporent is a registered Investment Advisor Representative with Kovitz Investment Group Partners, LLC. Peter has been in the financial industry since February 2015 and holds a Series 65 license. Peter specializes in a variety of areas including retirement planning, college savings, estate planning, and business succession planning. Peter is committed to providing personalized financial advice and guidance to help clients achieve their financial goals. Kovitz Investment Group Partners, LLC is an independent financial advisory firm with a focus on providing comprehensive financial planning and investment management services. The firm serves a diverse clientele including individuals, families, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
CA
01/06/2025 - Present
Kovitz Investment Group Partners, LLC (San Diego CA)
IA
Issued 03/13/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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