Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Van Kline is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since 1980. Peter has held multiple registrations with states across the country and has passed several exams, including Series 3, 7, 8, 63, and 65. Peter also holds a principal license and is a securities sales supervisor. Peter has been with Merrill Lynch for over 34 years. In addition to his role at Merrill Lynch, Peter is also co-owner of a rental property in Prescott, Arizona.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
01/01/1992 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BELLEVUE WA)
NA
09/26/1980 - 06/28/1988
WEDBUSH SECURITIES, INC.
IA
Issued 03/09/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/1985
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1987
Series 3 - National Commodity Futures Examination
BC
Issued 09/20/1980
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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