Peter Warren
He has traveled extensively, conducting missions and teaching English classes overseas. He enjoys spending time with his 10 nieces and nephews and is happy that the youngest one shares his name.
After spending some time traveling alone, Peter has developed a greater appreciation for being around family and is happy to form close relationships with his clients, as well as to serve them in the best possible way. Peter enjoys playing the guitar, running, and attending church.
2023
50-99 Employees
PKS
Schwab
2
Most of Peter's clients are served through portfolio management. But Peter does also have extensive knowledge about qualified and non-qualified plans for small closely held firms. Peter also enjoys shopping client's life policies to reduce costs for his clients as he has several years experience working with clients that hadn't review their policies in many years.
Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals
Variable Annuity, Long Term Care, Variable Life, HMO, Disability, Property, Casualty, Life, Health, Annuity, Accident
Fee-Only
$100,000
5000
2500
5000
$1B
300
300
50
$70,000,000
Yes
https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=946770
Additional Detailed Disclosures
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling and Victory Financial Group, LLC are not affiliated companies. Investment advisory services offered through Victory Financial Group LLC. Victory Financial Group LLC does not accept orders and/or instructions regarding your account by e-mail, voice mail, fax or any alternate non-verbal method. Transactional details do not supersede normal trade confirmations or statements. This e-mail is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited. If you received this message in error, please contact the sender immediately and delete the material from your computer. Investment advisory services offered through Victory Financial Group LLC. Victory Financial Group LLC does not accept orders and/or instructions regarding your account by e-mail, voice mail, fax or any alternate non-verbal method. Transactional details do not supersede normal trade confirmations or statements. This e-mail is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited. If you received this message in error, please contact the sender immediately and delete the material from your computer.
