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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 Danilaitis is a financial advisor with Fisher Investments. Peter is a Series 3, 7, 10, 24 and 66 licensed advisor. He has been working as a financial advisor since 2007 and has experience with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Peter offers financial planning, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
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
TX
05/14/2024 - Present
Fisher Investments (PLANO TX)
TN
10/17/2014 - 08/14/2023
WELLS FARGO CLEARING SERVICES, LLC (NASHVILLE TN)
MN
02/11/2011 - 10/23/2014
AMERIPRISE FINANCIAL SERVICES, INC. (EDINA MN)
MN
01/03/2007 - 02/14/2011
EDWARD JONES (COTTAGE GROVE MN)
BOTH
Issued 01/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/31/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/18/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2015
Series 3 - National Commodity Futures Examination
BC
Issued 01/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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