Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter V. Fleming is a financial advisor with Edelman Financial Engines based in MINNETONKA, MN. Peter has been in the industry since at least 2015, and holds the following licenses: Series 63, Series 66, Series 7 and SIE. Peter is also a Certified Financial Planner. Peter previously worked for ASSOCIATED INVESTMENT SERVICES, INC. and VALIC FINANCIAL ADVISORS, INC..
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
MN
01/12/2022 - Present
Edelman Financial Engines (MINNETONKA MN)
MN
08/26/2019 - 02/18/2021
ASSOCIATED INVESTMENT SERVICES, INC. (PLYMOUTH MN)
MN
06/23/2015 - 09/10/2019
VALIC FINANCIAL ADVISORS, INC. (EDINA MN)
BOTH
Issued 05/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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