Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Smith is a financial advisor with over 20 years of experience in the industry. Peter is currently registered with Osaic Wealth, Inc. and is a Certified Financial Planner. Peter has a broad range of experience and provides a variety of financial services including financial planning, investment management, and pension consulting. Peter is passionate about helping clients achieve their financial goals and providing them with the knowledge and resources they need to make informed financial decisions.
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.
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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MO
03/15/2024 - Present
Osaic Wealth, Inc. (SAINT LOUS MO)
MO
04/05/2013 - 03/21/2024
U.S. BANCORP INVESTMENTS, INC. (BRIDGETON MO)
MO
11/17/2004 - 04/09/2013
EDWARD JONES (CLAYTON MO)
BOTH
Issued 04/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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