Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Craig Dutoit is a financial advisor with over 10 years of experience in the industry. Peter is currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Peter has held previous positions with a number of firms including TD Private Client Wealth LLC, Securities America, Inc., and Woodbury Financial Services, Inc. Peter holds the Series 6, 7, 24, and 65 licenses. Peter provides financial planning, portfolio management, and pension consulting services to a wide range of clients. Peter has a strong commitment to helping clients achieve their financial goals.
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.
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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AZ
11/18/2021 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
12/01/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
12/01/2021 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
12/01/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
12/01/2021 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
12/01/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NJ
02/10/2020 - 11/18/2021
TD PRIVATE CLIENT WEALTH LLC (Mt. Laurel NJ)
NE
07/17/2019 - 01/13/2020
TD AMERITRADE, INC. (OMAHA NE)
NJ
09/05/2012 - 06/28/2019
FORESTERS FINANCIAL SERVICES, INC. (EDISON NJ)
IA
Issued 7/31/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/31/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/30/2014
Series 7 - General Securities Representative Examination
BC
Issued 9/4/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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