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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 Timothy Uihlein is a financial advisor who has been in the industry since 2010. Peter is currently registered with Lifeworks Advisors, LLC and Vincere Wealth Management, LLC. Peter has experience working with various clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. Peter specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses.
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.
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2
IN
05/13/2024 - Present
Lifeworks Advisors, LLC (Indianapolis IN)
IN
01/18/2019 - 06/24/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
IL
06/02/2017 - 01/16/2019
TD AMERITRADE, INC. (CHICAGO IL)
IL
08/28/2015 - 06/07/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHICAGO IL)
IL
03/28/2011 - 08/24/2015
BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)
IL
09/03/2010 - 04/12/2011
ASSOCIATED INVESTMENT SERVICES, INC. (CHICAGO IL)
BOTH
Issued 01/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/02/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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