Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Flanzer is a financial advisor who has been in the industry since 1991. He has extensive experience in both investment advisory and securities brokerage. Peter is currently registered with Bartlett & Co. Wealth Management LLC in Illinois and has previously held positions with Waterstone Financial Group, Inc., Investment Designers, Inc., Cedar Hill Financial Services, Inc., and Smith Barney Inc. He holds Series 7, 24, 63, and 65 licenses.
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.
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.
Credit and cash management solutions; insurance solutions
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
IL
11/20/2020 - Present
Bartlett & Co. Wealth Management LLC (CHICAGO IL)
WI
01/02/2004 - 12/31/2006
WATERSTONE FINANCIAL GROUP, INC. (BROOKFIELD WI)
WI
03/05/2002 - 12/31/2003
INVESTMENT DESIGNERS, INC. (BROOKFIELD WI)
IL
10/17/1996 - 02/21/2002
CEDAR HILL FINANCIAL SERVICES, INC. (HIGHLAND PARK IL)
NY
09/18/1991 - 10/04/1996
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 09/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/1999
Series 24 - General Securities Principal Examination
BC
Issued 09/16/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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