Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Flournoy is an investment advisor representative at CW Advisors, LLC. Peter has been in the industry since 2013 and has experience providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles. Peter has a Personal Financial Specialist designation and is licensed in Connecticut. Peter is also a CPA and a trumpet player.
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.
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.
A percentage of the total value of assets under management is charged.
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MA
10/21/2020 - Present
CW Advisors, LLC (BOSTON MA)
IA
Issued 12/16/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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