Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Ross Vick has been in the financial services industry since 1985. Peter is currently registered with Monere Wealth Management, Inc. in Illinois, California and Michigan. Peter is a registered principal and has several designations, including Series 7, Series 10, Series 24, Series 52TO, Series 53 and Series 63. Peter provides a wide range of financial planning and investment advisory services, including portfolio management for individuals, businesses, and charitable organizations. Peter has experience with high net worth individuals, corporations, and other businesses.
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.
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
IL
01/24/2025 - Present
Monere Wealth Management, Inc. (SCHAUMBURG IL)
IN
04/17/1997 - 04/30/2015
DAVID A. NOYES & COMPANY (INDIANAPOLIS IN)
IL
11/29/1985 - 05/01/1997
M B VICK & COMPANY (CHICAGO IL)
IA
Issued 04/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/30/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/21/1989
Series 24 - General Securities Principal Examination
BC
Issued 05/16/1988
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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