Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Rosengard is a financial advisor registered with LPL Financial LLC. Peter has been a financial advisor since 1979, working with individual investors, businesses and charitable organizations. Peter offers a range of financial services including financial planning, portfolio management and consulting. Peter has a strong background in the financial services industry and is committed to providing his clients with personalized financial advice and guidance.
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.
Consulting and other non-discretionary advisory services
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
NJ
09/02/2020 - Present
LPL Financial LLC (MOORESTOWN NJ)
NJ
03/25/2017 - 09/08/2020
MML INVESTORS SERVICES, LLC (Moorestown NJ)
NJ
07/18/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MOORESTOWN NJ)
NJ
06/23/2004 - 07/01/2016
METLIFE SECURITIES, INC (MOORESTOWN NJ)
NJ
06/23/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MOUNT LAUREL NJ)
CT
03/15/1993 - 06/22/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CT
06/25/1979 - 03/15/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BC
Issued 01/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/11/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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