Unclaimed
Peter Wellington Hughes is a registered Investment Advisor Representative with Lexaurum Advisors, located in Overland Park, Kansas. Peter has been in the financial services industry since 2000 and holds a wide range of licenses and certifications, including the Series 65, 66, 7, and 24 examinations. Peter is a Chartered Financial Analyst and has worked with a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans.
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.
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.
Monthly fee
1
2
KS
03/09/2020 - Present
Lexaurum Advisors (OVERLAND PARK KS)
KS
03/20/2013 - 05/16/2016
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
CA
06/27/2000 - 12/31/2001
FMN CAPITAL CORPORATION (MISSION VIEJO CA)
BC
Issued 09/17/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/27/2008
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/23/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2015
Series 27 - Financial and Operations Principal Examination
BC
Issued 11/25/2014
Series 24 - General Securities Principal Examination
BC
Issued 05/16/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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