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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 Scott Hoerber is a financial advisor with over 30 years of experience in the industry. Peter currently works for Northwest Capital Management Inc. and CWM, LLC, both based in Lake Oswego, Oregon. Peter holds Series 6, 26, 63, and 65 licenses, as well as the SIE exam. Peter specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Peter has served clients in Port Orchard, Washington for many years and is actively registered as an investment advisor in Oregon and Washington.
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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WA
04/26/2024 - Present
Northwest Capital Management Inc. (Port Orchard WA)
WA
10/27/1992 - 04/15/2024
MISSIONSQUARE INVESTMENT SERVICES (PORT ORCHARD WA)
IA
Issued 05/21/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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