Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Grimm has been in the financial industry since 1994. Peter is currently registered with Next Financial Group, Inc. and has been employed with the firm since 2009. Peter is also registered as an Investment Advisor Representative with both Georgia and New York. In addition to Peter's financial experience, Peter is also active in the insurance industry selling fixed annuities, life, and health insurance products. Peter has worked previously for UBS Financial Services Inc. and Kidder, Peabody & Co. Incorporated. Peter has earned several industry licenses including the Series 7, Series 63, Series 65, and Series 66.
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.
Seminar/workshop attendance fees
1
2
NY
05/10/2021 - Present
Next Financial Group, Inc. (HAMBURG NY)
NY
01/28/1995 - 04/23/2009
UBS FINANCIAL SERVICES INC. (BUFFALO NY)
NY
12/21/1994 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
BOTH
Issued 11/26/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/19/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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