Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Sheen is an investment advisor representative with Knights Of Columbus Asset Advisors Llc in NEW HAVEN, CT. Peter Sheen has been in the industry for over 4 years. Peter Sheen is licensed and registered in the state of Connecticut and Massachusetts. Peter Sheen also works as a field agent for Knights of Columbus Insurance selling life insurance, long term care, disability income and annuities.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
CT
07/09/2024 - Present
Knights OF Columbus Asset Advisors LLC (Portland CT)
IA
Issued 02/02/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Peter Sheen is the right advisor for you? Invested Better is here to help.
