Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Mullin is an investment advisor representative at LPL Financial LLC in Saint Cloud, MN. Peter has been in the securities industry since July 2008. Peter has a Series 66, Series 7 and SIE license. Peter is registered with FINRA and is licensed in 17 states. Peter provides financial planning, educational seminars, and portfolio management for businesses and individuals. Peter is also a board member for the City of Rogers, Minnesota.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
03/11/2015 - Present
LPL Financial LLC (SAINT CLOUD MN)
MN
07/10/2008 - 11/03/2011
EDWARD JONES (ST CLOUD MN)
BOTH
Issued 07/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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