Peter Amrein is a registered investment advisor, based in Knoxville, TN, with 9 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Knoxville, TN
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Regulatory History (1)
Criminal
August 2012Other Business ActivitiesSells Insurance
Peter works as an investment advisory representative for Concorde Asset Management and as an agent selling variable insurance products for Concorde Insurance Agency, dedicating minimal time outside trading hours and a few hours per week during trading hours to each. Peter also owns Amrein Wealth Strategists, LLC, where he focuses on sales, marketing, and reviewing various financial products, including insurance, dedicating full-time hours.
Employment History
Current Registrations
Concorde Investment Services, LLC
Concorde Asset Management, LLC
Concorde Investment Services, LLCBroker
Previous Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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