Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter r.? Claim Your ProfilePeter Russell Carmack is a financial advisor with LPL Financial LLC in LEES SUMMIT, MO. Peter has been in the financial industry since August 1993. Peter is registered with the state of Missouri as a broker-dealer and an investment advisor. Peter is also registered with the state of Texas as an investment advisor. Peter holds a Series 63, 65, 7, 8, 24 and 31 licenses. Peter is a Chartered Financial Analyst (CFA) and has experience working with a variety of clients including individuals, families, businesses, and retirement plans. Peter previously worked at WELLS FARGO CLEARING SERVICES, LLC, MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC., and H&R BLOCK FINANCIAL ADVISORS, INC.
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
MO
04/14/2022 - Present
LPL Financial LLC (LEES SUMMIT MO)
KS
01/07/2010 - 04/18/2022
WELLS FARGO CLEARING SERVICES, LLC (OVERLAND PARK KS)
KS
06/01/2009 - 01/13/2010
MORGAN STANLEY SMITH BARNEY (OVERLAND PARK KS)
KS
12/11/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LEAWOOD KS)
MI
08/18/1993 - 12/15/2000
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 11/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/1995
Series 24 - General Securities Principal Examination
BC
Issued 03/21/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 08/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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