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Raymond James & Associates Inc |
| Advise You Can Trust |
Richmond, IN 47374
(765) 962-5153
View Website
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Proudly Serving Your Area
Description:
Raymond James Associates Pete Bartel WMA Senior Vice President, Investments Branch Manager peter.bartel@raymondjames.com Previous positions held: Merrill Lynch, Vice President / Branch Manager Raffensperger Hughes, Financial Advisor Bank One, Senior Vice
In Business Since:
2005
Hours of Operation:
Mon 08:00 AM-05:00 PM
Tue 08:00 AM-05:00 PM
Wed 08:00 AM-05:00 PM
Thu 08:00 AM-05:00 PM
Fri 08:00 AM-05:00 PM
Services:
Equity Investments
Estate Management
Trusts
Consultations
Asset Allocation
Inheritance Planning
Asset Management
Investment Planning
Stock Investments
Market Analysis
Asset & Portfolio Management
Insurance Planning
Investment Advisors
Retirement Planning
Business Financial Services
Tax Planning
Estate Planning
Wealth Management
Trading Strategies
Business Planning
Phone Trading
Family Financial Planning
Financing
Financial Education Workshops
Commodity Trading Consultants & Advisors
Litigation Support
IRA Rollovers
Investment Research
Financial Planning
Investment Services
Advisor Searches
Investment Management
Financial Management
RETIREMENT & ESTATE PLANNING
< Show Less
Specialties:
Investment education, Retirement & Estate Planning
Areas Served:
My Metro Area
Customers Served:
Residential
Commercial
Products:
Money Market Accounts
Rollovers
Fixed Annuities
Options
Tax-Sheltered Annuities
Money Market Funds
Stock Options
Individual Retirement Accounts
Index Funds
Mutual Funds
Annuities
Roth Individual Retirement Accounts
Tax-Free Investments
Fixed Income Products
Municipal Bonds
Tax-Exempt Bonds
Government Securities
Bonds
401(K) Plans
Investments
Tax-Deferred Annuities
Load Funds
Commodities & Futures;
No Load Funds
Trust Accounts
Tax-Exempt Securities
Keogh Plans
Stocks
Government Bonds
< Show Less
Certifications & Affiliations:
Certified Financial Planners
Certified Estate Planner
Certified Senior Advisor
Certified Financial Planner
Chartered Asset Manager
Registered Investment Advisor
Additional Info:
Investment, Education
Business Categories:
Financial Planning Consultants & Services
Investment Securities
Investment Advisory Services
Stock & Bond Brokers
Financial Counselors
Website
Raymond James Associates Pete Bartel WMA Senior Vice President, Investments Branch Manager peter.bartel@raymondjames.com Previous positions held: Merrill Lynch, Vice President / Branch Manager Raffensperger Hughes, Financial Advisor Bank One, Senior Vice
President
-
Commercial
Lending
Education:
Indiana
University,
BS
Finance
Stonier
Graduate
School
of
Banking
< Show Less
< Show Less
In Business Since:
2005
Hours of Operation:
Mon 08:00 AM-05:00 PM
Tue 08:00 AM-05:00 PM
Wed 08:00 AM-05:00 PM
Thu 08:00 AM-05:00 PM
Fri 08:00 AM-05:00 PM
Services:
Equity Investments
Estate Management
Trusts
Consultations
Asset Allocation
Inheritance Planning
Asset Management
Investment Planning
Stock Investments
Market Analysis
Asset & Portfolio Management
Insurance Planning
Investment Advisors
Retirement Planning
Business Financial Services
Tax Planning
Estate Planning
Wealth Management
Trading Strategies
Business Planning
Phone Trading
Family Financial Planning
Financing
Financial Education Workshops
Commodity Trading Consultants & Advisors
Litigation Support
IRA Rollovers
Investment Research
Financial Planning
Investment Services
Advisor Searches
Investment Management
Financial Management
RETIREMENT & ESTATE PLANNING
< Show Less
Specialties:
Investment education, Retirement & Estate Planning
Areas Served:
My Metro Area
Customers Served:
Residential
Commercial
Products:
Money Market Accounts
Rollovers
Fixed Annuities
Options
Tax-Sheltered Annuities
Money Market Funds
Stock Options
Individual Retirement Accounts
Index Funds
Mutual Funds
Annuities
Roth Individual Retirement Accounts
Tax-Free Investments
Fixed Income Products
Municipal Bonds
Tax-Exempt Bonds
Government Securities
Bonds
401(K) Plans
Investments
Tax-Deferred Annuities
Load Funds
Commodities & Futures;
No Load Funds
Trust Accounts
Tax-Exempt Securities
Keogh Plans
Stocks
Government Bonds
< Show Less
Certifications & Affiliations:
Certified Financial Planners
Certified Estate Planner
Certified Senior Advisor
Certified Financial Planner
Chartered Asset Manager
Registered Investment Advisor
Additional Info:
Investment, Education
Business Categories:
Financial Planning Consultants & Services
Investment Securities
Investment Advisory Services
Stock & Bond Brokers
Financial Counselors
Website
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