Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter William West is a financial advisor with over 30 years of experience. Peter is a Registered Representative and Investment Advisor Representative. Peter is currently registered with Tyler Wealth Management, LLC in Oklahoma. Previously, Peter has held positions with SECURIAN FINANCIAL SERVICES, INC., PRINCOR FINANCIAL SERVICES CORPORATION, DEWAAY FINANCIAL NETWORK, LLC, CAPITAL FINANCIAL SERVICES, INC., SUNSET FINANCIAL SERVICES, INC., MULTI-FINANCIAL SECURITIES CORPORATION, DOMINION INVESTOR SERVICES, INC., WALNUT STREET SECURITIES, INC., SUN INVESTMENT SERVICES COMPANY, ANDREWS, HENTGES & ASSOCIATES, INC., and FIRST INVESTORS CORPORATION. Peter provides financial planning services, pension consulting, and portfolio management for individuals. Peter is a Chartered Financial Consultant.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
Selection of other advisers fees
1
2
OK
01/06/2024 - Present
Tyler Wealth Management, LLC (Tulsa OK)
OK
03/31/2015 - 11/06/2015
SECURIAN FINANCIAL SERVICES, INC. (TULSA OK)
OK
07/29/2014 - 03/05/2015
PRINCOR FINANCIAL SERVICES CORPORATION (Broken Arrow OK)
IA
04/09/2009 - 10/30/2009
DEWAAY FINANCIAL NETWORK, LLC (CLIVE IA)
OK
06/22/2007 - 02/14/2008
CAPITAL FINANCIAL SERVICES, INC. (TULSA OK)
OK
07/30/2001 - 11/06/2006
SUNSET FINANCIAL SERVICES, INC. (BROKEN ARROW OK)
CO
12/22/2000 - 07/27/2001
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
TX
04/16/1996 - 12/31/1998
DOMINION INVESTOR SERVICES, INC. (MARBLE FALLS TX)
CA
11/24/1995 - 03/27/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
01/13/1993 - 10/23/1995
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
OK
07/30/1991 - 02/19/1993
ANDREWS, HENTGES & ASSOCIATES, INC. (TULSA OK)
CA
08/21/1990 - 11/05/1991
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NJ
12/08/1983 - 08/21/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 10/15/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/06/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/18/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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