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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Robert Shulla is a financial advisor registered with Commonwealth Financial Network since July 2024. Prior to this, Peter worked with Northwestern Mutual Investment Services, LLC from August 2006 to July 2024. Peter has 18 years of experience in the financial services industry. Peter holds Series 6, 7, 63, 65 and 66 licenses. Commonwealth Financial Network has approximately 19,600 clients and manages approximately $177 billion in assets. The firm provides investment advice to individuals, high net worth individuals, businesses, charitable organizations, and pension and profit-sharing plans. Peter specializes in retirement planning, college savings, and estate planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
07/09/2024 - Present
Commonwealth Financial Network (Madison WI)
WI
08/24/2006 - 07/09/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MIDDLETON WI)
BOTH
Issued 06/11/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/19/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/23/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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