PA
PA

Peter Amrein

9 Years of Experience
Ann Arbor, MI
1 DisclosureBrokerSells Insurance

Peter Amrein is a registered investment advisor, based in Ann Arbor, MI, with 9 years of industry experience.

Location

3909 Research Park Drive, Suite 200, Ann Arbor, MI, 48108

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History

Regulatory History (1)
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Criminal
August 2012
Final Disposition
Other 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 Asset Management, LLC
January 2024 - Present · 2 yrs 4 mos
Concorde Investment Services, LLC
January 2024 - Present · 2 yrs 4 mos
Concorde Investment Services, LLCBroker
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
M Holdings Securities, INC.
December 2023 - January 2024 · 1 mo
M Holdings Securities, INC.Broker
December 2019 - January 2024 · 4 yrs 1 mo
MML Investors Services, LLCBroker
February 2018 - November 2019 · 1 yr 9 mos
Northwestern Mutual Investment Services, LLCBroker
August 2016 - September 2017 · 1 yr 1 mo
State Registrations9 states
FLGAILNCNYPATNTXWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Peter Amrein - Financial Advisor | TrueAdvisor