Unclaimed Profile

Peter Charles Claeys

ARBOR FINANCIAL SERVICES, LLC·DOWNERS GROVE, Illinois

SIE, Series 3, Series 7, Series 63, Series 65Clean record27 years registeredARBOR FINANCIAL SERVICES, LLC

2001 BUTTERFIELD ROAD, DOWNERS GROVE, IL 60515CRD# 1631691Firm CRD# 150713

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peter Charles Claeys · DOWNERS GROVE, IL

Registration

CRD #1631691 · ARBOR FINANCIAL SERVICES, LLC · 27 years registered

Brand Profile

Not yet started

Career History

ARBOR FINANCIAL SERVICES, LLC

Oct 2009 – present

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Oct 2009

OAK BROOK, IL

MORGAN STANLEY & CO. INCORPORATED

Apr 2007 – Jun 2009

OAK BROOK, IL

MORGAN STANLEY

Feb 1999 – Apr 2007

OAK BROOK, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · February 14, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARBOR FINANCIAL SERVICES, LLC

CRD 150713 · SEC 801-121507

AUM

$118M

Regulatory assets under management

Employees

468 client accounts

Services offered by ARBOR FINANCIAL SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ARBOR FINANCIAL SERVICES, LLC →

Introduction

Speak with Peter

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Peter is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DOWNERS GROVE?

Browse all registered financial advisors in DOWNERS GROVE, Illinois or claim this profile if it's yours.

Browse DOWNERS GROVE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Peter Charles Claeys offer?

Peter Charles Claeys specializes in Financial Planning, Investment Management. Contact their office in DOWNERS GROVE, Illinois for a consultation.

What are Peter Charles Claeys's credentials?

Peter Charles Claeys is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Charles Claeys located?

Peter Charles Claeys is based in DOWNERS GROVE, Illinois, working with ARBOR FINANCIAL SERVICES, LLC. Their office serves clients in the DOWNERS GROVE metropolitan area and surrounding communities.

How does Peter Charles Claeys charge for services?

Peter Charles Claeys's firm is compensated through percentage of aum, hourly charges, subscription fees, other: wrap fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARBOR FINANCIAL SERVICES, LLC?

ARBOR FINANCIAL SERVICES, LLC has approximately 7 employees and manages $118M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →