Peter BalunekCRD Number: 4513520
Current Firm: Ancora Inverness, LLC
Peter Balunek (CRD# 4513520) is an Investment Advisor Representative working at Ancora Inverness, LLC in Cleveland, OH and has over 14 years of experience in the finance industry. Peter Balunek has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Strategic Wealth Partners, Ltd.
Jeffrey A Bogart Investment Advisor
Summit Wealth Partners, LLC
|The Koptis Organization||Cleveland, OH||May 2014 - Current||2|
|M Holdings Securities, Inc.||Portland, OR||May 2014 - Current||2|
|Inverness Investment Group, LLC||Beachwood, OH||Mar 2009 - Current||7|
|Inverness Life Services||Beachwood, OH||Mar 2009 - Current||7|
|Inverness Securities||Beachwood, OH||Jan 2013 - May 2014||1|
|Inverness Securities||Beachwood, OH||Mar 2009 - Jan 2011||1|
|M Holdings Securities, Inc.||Portland, OR||Jul 2007 - Dec 2008||1|
|The Koptis Organization||Cleveland, OH||Jul 2007 - Dec 2008||1|
|New York Life Insurance Company||Seven Hills, OH||Mar 2002 - Jul 2007||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2002|
Total Assets Under Management438MILLIONS
Total Number of Accounts331ACCOUNTS
Average Account Value$1,322,040
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, IL, NY, OH, PA
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