Unclaimed
Peter Kisver is an investment advisor representative at Horter Investment Management, LLC. Peter is also an insurance agent, consultant, and sole proprietor. Peter has been in the industry since 1997. He has experience working with clients such as high-net-worth individuals, corporations, and pension and profit-sharing plans. Peter holds a Series 7, 63, 65, 24, 28 and 53 licenses. Peter is also registered to provide investment advisory services in North Carolina and Virginia. Peter offers a variety of services including financial planning, portfolio management for individuals, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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2
NC
01/26/2021 - Present
Horter Investment Management, LLC (Southern Pines NC)
PA
07/09/2010 - 01/11/2017
FIDUCIARY ADVISORS, LLC (PHILADELPHIA PA)
PA
03/05/2010 - 06/21/2010
PURSHE KAPLAN STERLING INVESTMENTS (PHILADELPHIA PA)
PA
05/15/2009 - 08/14/2009
INVESTORS CAPITAL CORP. (HORSHAM PA)
PA
08/02/2006 - 05/15/2009
CAPITAL ANALYSTS, INCORPORATED (HORSHAM PA)
NJ
01/12/2001 - 07/17/2006
BCG SECURITIES, INC. (DELRAN NJ)
MN
06/10/1997 - 01/10/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/10/1997 - 01/10/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/25/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/18/2002
Series 24 - General Securities Principal Examination
BC
Issued 09/20/2002
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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