ADVISOR BIO

Peter David Bargas is a financial advisor registered with Stifel, Nicolaus & Company, Inc. with over 3 years of experience in the financial industry. Peter is licensed in Oregon and Texas, and has passed the Series 66, Series 7 and SIE exams. Peter is currently registered as a broker and investment advisor representative in multiple states. Peter is also an adjunct professor at The Master's University where Peter teaches business law and business innovation online classes.

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ADVISOR BIO

Peter Torres is an investment advisor representative with RBC Capital Markets, LLC in FLORHAM PARK, NJ. Peter has 22 years of experience in the financial services industry. Peter has passed the Series 66, Series 10, Series 9, Series 7, and SIE exams. Prior to joining RBC Capital Markets, LLC, Peter worked at WELLS FARGO ADVISORS, LLC and QUICK & REILLY, INC.

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ADVISOR BIO

Peter Scovill is an Investment Advisor Representative with Advocacy Wealth Management, LLC. Peter is also an Insurance Agent with Forge Consulting LLC. Peter has been in the financial services industry since 2014 and holds the Series 65 license. Peter's specializations include portfolio management for individuals, portfolio management for pooled investment vehicles, financial planning, and selection of other advisors. Peter is registered in South Carolina.

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ADVISOR BIO

Peter Pavlov is a financial advisor with over 15 years of experience in the financial industry. Peter holds a Series 65 license and is currently registered as an Investment Advisor Representative (IAR) with both Lynx Investment Advisory, LLC and Select Investment Solutions, LLC in Maryland. Peter has worked with a wide range of clients, including high-net-worth individuals, charitable organizations, pension plans, and non-profits, providing them with various financial services such as performance measurement, asset allocation, financial planning, selection of other advisors, and portfolio management. Peter has experience working with clients across the globe having previously worked in London, Paris, and Toulouse.

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ADVISOR BIO

Peter Christian Andersen is a financial advisor with Integrated Advisors Network LLC. Peter is a Chartered Financial Analyst (CFA) and has been a registered investment advisor since 2018. Peter has experience providing financial planning, portfolio management, and other advisory services to individuals, corporations, and charitable organizations. Peter's primary focus is on helping clients achieve their financial goals. Peter can provide advisory services to both high and low net worth individuals.

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ADVISOR BIO

Peter Swan is an investment advisor representative at Managed Asset Portfolios, LLC based in Rochester, Michigan. Peter has been in the industry since 1993 and has a broad range of experience in providing investment advice to individuals, businesses, corporations, charitable organizations and trusts. Peter has passed the Series 63, Series 7, and Series 65 exams, demonstrating his knowledge of securities laws and regulations. Peter also holds a number of designations. Peter's specialties include advising clients on portfolio management, pension consulting, and portfolio management for trusts and offshore vehicles.

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ADVISOR BIO

Peter Christou is an investment advisor representative with First Trust Advisors LP, located in Wheaton, Illinois. Peter has been in the financial services industry since 2000 and has a wide range of experience, specializing in providing investment advice and portfolio management services to a variety of clients, including individuals, corporations, pooled investment vehicles, and investment companies. Peter is licensed to provide investment advice in Illinois and New Jersey.

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Peter Willets is an Investment Advisor Representative at Fisher Investments. Peter is registered with the state of Florida and Texas as an Investment Advisor Representative. Peter has been in the financial services industry since November 2014. Fisher Investments is a large firm with an approximate asset amount of $1 billion - $10 billion. The firm provides various advisory services including financial planning, portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

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ADVISOR BIO

Peter Ivan Dierks is a financial advisor with RBC Capital Markets, LLC, based in Seattle, Washington. Peter Dierks has been in the industry since 2000 and holds a Series 63, 65, 7, 6, 52TO, 9, 10, 4, 24, and SIE. He previously worked with UBS Financial Services Inc., TIAA-CREF Individual & Institutional Services, LLC, Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, Sharebuilder Securities Corporation, Banc of America Investment Services, Inc., and BA Investment Services, Inc. Peter Dierks specializes in providing portfolio management for individuals and businesses, pension consulting, and financial planning.

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ADVISOR BIO

Peter Wahlstrom is an investment advisor representative with Mesirow Financial Investment Management, Inc. Peter has worked in the financial industry since 1998 and has experience working with insurance companies, investment companies, charitable organizations, high net worth individuals, and other investment advisors. Peter is also a chartered financial analyst. Peter is registered in Illinois and previously worked at Goldman, Sachs & Co., American Express Financial Advisors Inc., and IDS Life Insurance Company.

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