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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 Godfrey is a financial advisor at Onedigital Investment Advisors, a firm based in Overland Park, Kansas. Peter has over 20 years of experience in the financial services industry. He is a CERTIFIED FINANCIAL PLANNER™ professional and has extensive experience in developing and implementing financial plans for individuals, families, and businesses. Peter specializes in retirement planning, college savings, estate planning, and investment management. He is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MD
06/03/2021 - Present
Onedigital Investment Advisors (Baltimore MD)
MD
11/05/2014 - 06/07/2021
HIGHTOWER SECURITIES, LLC (Owings Mills MD)
MD
01/12/2010 - 11/06/2014
PSA EQUITIES, INC. (HUNT VALLEY MD)
PA
01/13/2005 - 03/24/2006
WHARTON EQUITY CORPORATION (WAYNE PA)
MD
03/28/2000 - 01/04/2005
CAPITAL PORTFOLIO MANAGEMENT, INC. (TIMONIUM MD)
CT
12/01/1997 - 03/29/2000
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
MD
04/11/1997 - 10/01/1997
CAPITAL PORTFOLIO MANAGEMENT, INC. (TIMONIUM MD)
BC
Issued 02/27/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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