Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Schweizer is a financial advisor with Raymond James Financial Services Advisors, Inc. in Elmira, NY. Peter has been in the industry since 2010 and has experience in providing financial planning, portfolio management, and investment advice. Peter is also a registered representative with Raymond James and holds licenses including Series 66, Series 7, Series 9, and Series 10. Peter also holds the SIE exam. Peter is registered to conduct investment related business in Alaska, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Maine, Maryland, Massachusetts, Montana, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, and Washington. Peter's previous experience includes working with Wells Fargo Advisors, LLC, and Peter is also the co-owner of Guardian Wealth Management, LLC and The Brand Schweizer Group.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NY
11/10/2016 - Present
Raymond James Financial Services Advisors, Inc. (ELMIRA NY)
NY
04/19/2010 - 04/22/2013
WELLS FARGO ADVISORS, LLC (ELMIRA NY)
BOTH
Issued 04/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/28/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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