ADVISOR BIO

Peter Cole is a licensed and experienced financial advisor with over 23 years of experience in the financial services industry. Peter is a Chartered Financial Consultant and is currently affiliated with Osaic Wealth, Inc. Peter is a licensed Investment Advisor Representative and offers financial advice to individuals, families, and businesses in California, Arizona, Georgia, Illinois, New Jersey, New Mexico, New York, Oregon, Tennessee, and Washington. Peter provides a range of financial planning and investment services to clients, including financial planning, retirement planning, college savings planning, and investment management.

SPECIALIZATIONS

ADVISOR BIO

Peter Eric Philipp is a financial advisor with over 20 years of experience in the industry. Peter is registered with Cambridge Investment Research Advisors, Inc. in California and Texas. Peter is also a licensed insurance agent selling various insurance products. Peter has been with Cambridge Investment Research Advisors, Inc. since 2001 and has experience working as an instructor teaching investment courses at UC Berkeley and as a publisher for The Essential Library. Peter is dedicated to providing personalized financial advice and investment services to individuals, families, and businesses.

SPECIALIZATIONS

ADVISOR BIO

Peter Byeon is a registered investment advisor and is currently employed at Morgan Stanley in Irvine, California. Peter has been in the industry since April 1, 2006 and is registered in 53 states and 2 territories. Peter holds Series 66, Series 7, Series 9, Series 10, and SIE licenses. Peter was previously employed at WELLS FARGO ADVISORS, LLC and WELLS FARGO INVESTMENTS, LLC.

SPECIALIZATIONS

ADVISOR BIO

Peter John Falcone is a financial advisor who has been in the industry since July 5, 2000. Peter is currently registered with LPL Financial LLC as an investment advisor representative. Peter has worked for several financial institutions, including Invest Financial Corporation, Intersecurities, Inc., American General Securities Incorporated, and FSC Securities Corporation. Peter is licensed in several states including Arizona, California, Georgia, Idaho, Louisiana, Nevada, Oregon, Texas, Utah, and Virginia. Peter has earned the Series 6, Series 63, Series 65, and SIE licenses.

SPECIALIZATIONS

ADVISOR BIO

Peter Huffman is a financial advisor with over 14 years of experience in the industry. Peter is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has a broad range of expertise, including securities, investment advisory, and insurance. Peter is a Series 66, Series 7 and SIE licensed representative. Peter's current affiliations are with Merrill Lynch, Pierce, Fenner & Smith Inc., where he is a registered representative and investment advisor. Peter is also registered in over 40 states and the District of Columbia.

SPECIALIZATIONS

ADVISOR BIO

Peter Brett Sharpe is a financial advisor with Planmember Securities Corp. based in Carpinteria, CA. Peter has been in the financial services industry since 1999. Peter is licensed to provide investment advice and sell securities in California.

SPECIALIZATIONS

ADVISOR BIO

Peter Lindberg is a financial advisor with over 28 years of experience in the industry. Peter is currently registered with Wells Fargo Advisors Financial Network, LLC and holds Series 63, 65, 7, and SIE licenses. Peter has also been previously registered with Wells Fargo Investments, LLC, BANC of America Investment Services, Inc., BA Investment Services, Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. Peter specializes in working with high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies. Peter provides financial planning, portfolio management, and investment consulting services to both individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

Peter Jack Lin is an investment advisor representative at Wealth Enhancement Advisory Services, LLC. Peter has been in the industry since 2014, and holds Series 65, 66, 7, 9, 10, and SIE licenses. Peter is also a Chartered Financial Consultant. Peter's previous employment includes Snowden Account Services LLC. Peter works in the Los Angeles, CA office of Wealth Enhancement Advisory Services, LLC. Wealth Enhancement Advisory Services, LLC is headquartered in Plymouth, Minnesota.

SPECIALIZATIONS

ADVISOR BIO

Peter Weinberg is a registered representative with Park Avenue Securities LLC. Peter has been in the financial services industry since 2023 and holds FINRA Series 7, SIE, and Series 66 registrations. Peter also holds a California real estate license and has been an independent contractor for Pacific Sotheby's International Realty since 2016. Peter specializes in providing financial planning, portfolio management for individuals, and educational seminars. Peter currently works out of the San Diego, California office of Park Avenue Securities.

SPECIALIZATIONS

ADVISOR BIO

Peter Babagian is a financial advisor currently registered with Morgan Stanley. Peter has been in the financial services industry since 1992 and has held several roles at different financial institutions. Peter is currently registered in several states, including California, Texas, Arizona, Colorado, Idaho, Louisiana, Missouri, Nevada, Oregon, Pennsylvania, and Utah. Peter has a broad range of licenses and certifications. Peter specializes in offering investment advice for individuals, businesses, investment companies, and charitable organizations. Peter offers a variety of financial services, including financial planning, portfolio management, and asset allocation advice. Peter is committed to providing his clients with the highest level of service and support.

SPECIALIZATIONS