Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter McDonnell is a registered representative with IP Financial Advisory Services LLC. Peter has been in the industry for over 30 years and holds the Series 63, 65, and 66 licenses. Peter has experience providing consulting services to qualified retirement plans, financial planning, and portfolio management for individuals and businesses. Peter has worked with clients at Roth Capital Partners, LLC, Kingsbury Capital, Inc., and Springbank. Peter also manages a private equity holding company, Tide Rock YieldCo LLC.
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.
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 services to qualified retirement plans
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.
Recurring fees
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IL
10/01/2024 - Present
IP Financial Advisory Services LLC (Chicago IL)
Active
Inactive
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