Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Robert Singler is a financial advisor currently registered with Osaic Wealth, Inc. based in Troy, Michigan. Peter has over 30 years of experience in the financial services industry, with a focus on providing comprehensive financial planning services to individuals, businesses, and charitable organizations. Prior to joining Osaic Wealth, Inc., Peter was a financial advisor at Woodbury Financial Services, Inc. and Questar Capital Corporation. Peter is committed to providing personalized financial advice and 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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2
MI
09/26/2024 - Present
Osaic Wealth, Inc. (TROY MI)
MI
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (TROY MI)
MI
09/05/2000 - 03/01/2019
QUESTAR CAPITAL CORPORATION (STERLING HEIGHTS MI)
OH
07/22/1994 - 09/07/2000
PRIM SECURITIES, INCORPORATED (INDEPENDENCE OH)
FL
05/12/1992 - 07/13/1994
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
IA
Issued 09/10/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1992
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/11/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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