Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter R. Jandric is a financial advisor with over 10 years of experience in the industry. Peter has held various positions at leading financial institutions including Raymond James Financial Services, Inc., Cetera Advisor Networks LLC, Wells Fargo Advisors, LLC, and Wells Fargo Investments, LLC. Peter is currently registered with Robert W. Baird & Co. Inc. and holds licenses in multiple states including Florida, Minnesota, and Texas. Peter is dedicated to providing clients with comprehensive financial planning and investment advice.
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.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
MN
04/13/2022 - Present
Robert W. Baird & Co. Inc. (EDINA MN)
MN
07/28/2014 - 11/18/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
04/29/2013 - 11/12/2013
CETERA ADVISOR NETWORKS LLC (MINNEAPOLIS MN)
MN
01/03/2011 - 05/09/2011
WELLS FARGO ADVISORS, LLC (SAINT PAUL MN)
MN
10/27/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAINT PAUL MN)
BOTH
Issued 07/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/07/2019
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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