Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Zierhut is a financial advisor with over 40 years of experience in the industry. Peter is registered with the state of California as an Investment Advisor Representative and Broker. He is currently associated with Integrated Wealth Concepts LLC, an independent investment advisor firm. Peter has extensive experience in providing financial planning, investment advisory services, and retirement planning. Peter is committed to helping his 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.
Helps you choose top advisors aligned with your financial goals.
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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2
CA
02/23/2021 - Present
Integrated Wealth Concepts LLC (Newport Beach CA)
CA
08/03/2007 - 07/28/2014
ING FINANCIAL PARTNERS, INC. (IRVINE CA)
CA
01/31/2002 - 08/03/2007
PRIMEVEST FINANCIAL SERVICES, INC. (IRVINE CA)
MN
08/31/1999 - 01/31/2002
GRANITE INVESTMENT SERVICES, INC. (ST. CLOUD MN)
CA
09/02/1997 - 09/29/1999
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
NY
01/10/1997 - 11/05/1997
GRANT BETTINGEN, INC. (NEW YORK NY)
CA
05/23/1996 - 07/21/1997
DOLPHIN SECURITIES, INC. (SAN MARCOS CA)
CT
10/24/1994 - 06/02/1995
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IN
07/03/1986 - 12/31/1993
PHILADELPHIA LIFE ASSET PLANNING COMPANY (CARMEL IN)
NA
06/06/1985 - 07/03/1986
SOUTHWESTERN MANAGEMENT & RESEARCH CORPORATION
NA
06/03/1974 - 10/19/1978
TIME EQUITIES, INC.
BOTH
Issued 10/12/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/10/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/04/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/30/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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