Unclaimed Profile

Peter Leland Getz

IQVESTMENT, LLC·WOBURN, Massachusetts

SIE, Series 7, Series 7TO, Series 24, Series 63, Series 79TO, Series 82TOClean recordIQVESTMENT, LLC

12 GILL ST., WOBURN, MA 01801CRD# 1310930Firm CRD# 157514

Profile Verification

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

Identity

Peter Leland Getz · WOBURN, MA

Registration

CRD #1310930 · IQVESTMENT, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 63

Series 79TO

Series 82TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IQVESTMENT, LLC

CRD 157514 · SEC 801-79638

AUM

$2M

Regulatory assets under management

Employees

327 client accounts

Services offered by IQVESTMENT, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at IQVESTMENT, 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 WOBURN?

Browse all registered financial advisors in WOBURN, Massachusetts or claim this profile if it's yours.

Browse WOBURN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Peter Leland Getz offer?

Peter Leland Getz specializes in Investment Management. Contact their office in WOBURN, Massachusetts for a consultation.

What are Peter Leland Getz's credentials?

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

Where is Peter Leland Getz located?

Peter Leland Getz is based in WOBURN, Massachusetts, working with IQVESTMENT, LLC. Their office serves clients in the WOBURN metropolitan area and surrounding communities.

How does Peter Leland Getz charge for services?

Peter Leland Getz's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IQVESTMENT, LLC?

IQVESTMENT, LLC has approximately 7 employees and manages $2M 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 →