Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Jaworski is a financial advisor who has been in the industry for over 20 years. Peter is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT™. Peter is registered with the state of Massachusetts, and several other states including California, Florida, Illinois, Indiana, Kansas, Maine, Michigan, New Hampshire, New Jersey, New York, Rhode Island, South Carolina, Utah, and Vermont. Peter works with individuals, families, businesses, and charitable organizations. He provides a variety of financial services including financial planning, investment management, and retirement planning. Peter is currently employed by Winthrop Wealth.
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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MA
11/03/2021 - Present
Winthrop Wealth (BOSTON MA)
BC
Issued 05/04/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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