Peter
Waitkun
Granite Bay Wealth Management, LLC
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About this Advisor
Peter Waitkun is a financial advisor based in Portsmouth, New Hampshire, working with Granite Bay Wealth Management, LLC. Peter has previously held positions at Fidelity Brokerage Services LLC, Rps Group, Plc, Fidelity Investments Institutional Services Company, Inc, John Hancock Funds LLC, Congruity/Procurri, All Star Charts Research, and Granite Bay Wealth Management. Peter has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in New Hampshire. Currently, Peter is part of Granite Bay Wealth Management, LLC, which operates out of Portsmouth, New Hampshire. The firm has 1 office and 8 employees. The firm manages assets totaling $357.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Granite Bay Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Granite Bay Wealth Management, LLC Brokerage Details
$357,344,239
8
1,381
$258,758
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Peter Waitkun Work History
Granite Bay Wealth Management
All Star Charts Research
Congruity/Procurri
Fidelity Investments Institutional Services Company, Inc
John Hancock Funds LLC
Fidelity Brokerage Services LLC
Rps Group, Plc
Disclosures
Please visit the SEC profile of Peter Waitkun to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Granite Bay Wealth Management, LLC
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
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