Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vladimir? Claim Your ProfileVladimir Peterzeil is a financial professional with over 20 years of experience in the industry. Vladimir currently works for Principal Securities, Inc., a firm that is active in both the broker-dealer and investment advisor spaces. Vladimir has a proven track record of success in providing financial guidance to individuals, corporations, and charitable organizations. In addition to a Series 7, 63, and 66, Vladimir has also earned the Series SIE and specializes in working with high-net-worth individuals, corporations, charitable organizations and pension and profit-sharing plans.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
CO
05/15/2024 - Present
Principal Securities, Inc. (DENVER CO)
CO
01/06/2022 - 05/14/2024
THRIVENT INVESTMENT MANAGEMENT INC. (Colorado Springs CO)
CO
11/24/2000 - 12/02/2019
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BC
Issued 01/31/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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