Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Rene Peters is a financial advisor with over 14 years of experience in the industry. Robert is currently registered with Private Advisor Group, LLC in Tennessee and Texas. Robert holds the Series 7, Series 31, and Series 66 licenses. Prior to joining Private Advisor Group, Robert worked as a financial advisor at Morgan Stanley Smith Barney. Robert provides investment advisory services to individuals, corporations, and charitable organizations. Robert also provides financial planning, pension consulting, and other advisory services.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
TN
03/22/2021 - Present
Private Advisor Group, LLC (Memphis TN)
TN
10/01/2009 - 07/10/2017
MORGAN STANLEY (MEMPHIS TN)
TN
05/15/2003 - 06/02/2004
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BOTH
Issued 10/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 09/30/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Peters is the right advisor for you? Invested Better is here to help.
