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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 Pastman is a financial advisor affiliated with Commonwealth Financial Network, a firm with a long history of providing investment advisory services. Peter has been in the financial services industry since 2009 and holds multiple licenses and certifications. Peter has experience working at multiple firms before joining Commonwealth Financial Network, including Raymond James Financial Services, Inc., Raymond James & Associates, Inc. and Northwestern Mutual Investment Services, LLC. Peter's client base includes high-net-worth individuals, corporations, and charitable organizations. The advisor offers financial planning, portfolio management, pension consulting, and educational seminars. Peter Pastman's focus is on helping clients achieve their financial goals through a personalized approach.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
09/19/2023 - Present
Commonwealth Financial Network (WALTHAM MA)
FL
04/19/2018 - 09/20/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
03/16/2010 - 04/19/2018
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
06/04/2009 - 09/17/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (VERO BEACH FL)
IA
Issued 06/02/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/03/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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