Peter Povinelli
Oak Brook, Illinois, 60523
Member Since 2008
Independent CERTIFIED FINANCIAL PLANNER™ practitioner with extensive experience in retirement planning, corporate retirement plans and insurance planning. Focused on assisting clients make educated decisions about their financial affairs in a coordinated effort with their tax and legal advisors.
My Location
Background Information
Years of Financial Experience
- 16
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee, Commissions (Investment Products), Commissions (Insurance Products)
- Investment Services: Asset-based fee, Commissions (Investment Products), Commissions (Insurance Products)
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Pershing
Additional Business Practices
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 2262273
- Securities Registrations: Series 65, Series 63, Series 7, Series 6
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health, Variable Contracts
Company Names
- Broker/Dealer: Woodbury Financial Services, Inc.
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Money manager selection, Asset Management, Performance Reporting, Tax Efficient Strategies
Visit Website - http://www.peterpovinelli.com
