Unclaimed
Peter William Weiler is an investment advisor representative registered with Commonwealth Financial Network. Peter has been in the industry since 1994. Peter is a Certified Financial Planner, and holds several licenses including Series 6, 7, 24, 53, and 63. Peter has been associated with Commonwealth Financial Network since 2007. Prior to joining Commonwealth Financial Network, Peter was affiliated with MUTUAL SERVICE CORPORATION in STUART, FL, and FORTH FINANCIAL SECURITIES, CORPORATION in RICHMOND, VA.
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
FL
06/18/2007 - Present
Commonwealth Financial Network (STUART FL)
FL
01/07/1997 - 06/18/2007
MUTUAL SERVICE CORPORATION (STUART FL)
VA
10/17/1994 - 01/01/1997
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
BC
Issued 11/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/20/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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