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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 Skov Monferdini is a financial advisor in EAST PEORIA, IL. Peter Skov Monferdini has over 34 years of experience in the financial industry and has been registered with LPL Enterprise, LLC since November 2024. Before joining LPL Enterprise, LLC, Peter Skov Monferdini worked with THE PRUDENTIAL INSURANCE COMPANY OF AMERICA from February 1989 until December 1993. Peter Skov Monferdini is licensed to provide financial advice in 16 states and has a Series 6, 7, 26, 63 and 65 licenses. Peter Skov Monferdini's areas of expertise include financial planning, portfolio management for individuals and businesses, educational seminars, consulting and other non-discretionary advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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IL
11/14/2024 - Present
LPL Enterprise, LLC (BUSHNELL IL)
NJ
02/06/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 06/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/03/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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