Investment Planning

Insurance Solutions

Retirement Planning

Portfolio Management

Leading Provider of Investment Advisory Solutions

MARK ALAN PETERS

Registered Representative, Over 20 years of experience in the financial services industry. Specializing in investment company products, variable contracts, and comprehensive financial planning.

Explore Services info@markalanpeters.net

Phenomenal Consulting Solutions

Comprehensive financial solutions tailored to your unique needs

01

Private Client Portfolio Management

Active, evidence-based strategies aligned with your risk tolerance and long-term goals.

02

Generational Wealth & Investment Consulting

Tailored solutions for individuals and families seeking growth, preservation, and legacy planning.

03

Retirement Plan Consulting

Optimize your income streams, maximize tax efficiency, and retire with confidence.

04

Business Owner & Entrepreneur Planning

Comprehensive financial planning for entrepreneurs seeking financial freedom and operational efficiency.

About Me

I am Mark Alan Peters, a dedicated financial professional with over 20 years of experience helping clients achieve their financial goals. My expertise includes investment company products, variable contracts, and retirement planning. I am committed to providing personalized financial solutions and building long-term relationships based on trust and integrity.

I believe wealth management is more than numbers—it's about building trust, fostering clarity, and empowering smart, confident decisions. Whether you're growing generational wealth, optimizing your investment portfolio, or simply seeking clarity in today's dynamic market, I'm here to help you navigate it all with integrity and insight.

Location

New York, NY

Email

info@markalanpeters.net

Professional Experience

Over two decades of financial expertise

1992 - Present

NYLIFE SECURITIES LLC (CRD# 5167)

Registered Representative

Serving clients with comprehensive financial solutions, specializing in investment company products and variable contracts.

2000 - 2003

NEW YORK LIFE INSURANCE COMPANY

Field Underwriter

Over 20 years of experience in life insurance and financial services, providing comprehensive insurance solutions and financial planning to individuals and families.

Industries I Serve

Comprehensive financial solutions for diverse client needs

01

Business Owners & Entrepreneurs

Comprehensive financial planning for entrepreneurs seeking financial freedom and operational efficiency.

02

High-Net-Worth Individuals & Families

Tailored solutions for individuals and families seeking growth, preservation, and legacy planning.

03

Pre-Retirees & Retirees

Strategic planning for income stability, tax efficiency, and healthcare planning in retirement.

What Clients Say

Trusted by clients for over two decades

"Mark's expertise in investment products and life insurance has been invaluable to our family's financial planning. His decades of experience and personalized approach have helped us build a secure financial foundation."

Robert M.

Client since 2015

"Working with Mark has been transformative for our retirement planning. His knowledge of variable contracts and investment company products has helped us create a comprehensive strategy for our future."

Linda K.

Client since 2012

"Mark provided exceptional guidance during a major transition in my business. His strategic advice and attention to detail made all the difference in securing my financial future."

James T.

Business Owner

Professional Information

CRD# 1282775
20+ years in the financial services industry
Current firm: NYLIFE Securities LLC
Current role: Registered Representative
Licensed in: Multiple states (see FINRA BrokerCheck for details)
Securities Registrations: SIE, Series 6, Series 63
Specializations: Investment Company Products, Variable Contracts, Retirement Planning

View Full BrokerCheck Profile

Frequently Asked Questions

Get answers to common questions about financial planning and investment services

I work with a diverse range of clients, including business owners, high-net-worth individuals, families, and pre-retirees. Whether you're building wealth, planning for retirement, or navigating a business transition, I tailor strategies to meet your specific goals and needs.

My fee structure varies depending on the services provided. This typically includes a percentage of assets under management (AUM), flat planning fees, or hourly consultation rates. All fees are transparent and discussed upfront during our initial consultation.

I combine 20+ years of industry experience with a highly personalized, education-focused approach. My clients appreciate the transparency, reliability, and holistic strategies I bring to every relationship—not just managing money, but aligning it with what matters most to you.

I provide ongoing support and check-ins based on your preferences and needs. Typically, clients receive quarterly reviews and can request meetings at any time. You'll always have direct access to me for questions, updates, or planning adjustments.

Yes, I collaborate closely with tax professionals, estate attorneys, and other specialists to ensure your financial plan is coordinated across all areas of your life. This team approach helps provide comprehensive solutions for your financial needs.

My investment philosophy is based on evidence-based strategies, diversification, and long-term planning. I focus on understanding your risk tolerance, time horizon, and financial goals to create a personalized investment strategy that aligns with your needs.

Start Your Project

Let's align your financial future with your vision—one informed decision at a time.

First Name *

Enter your first name here

Last Name *

Enter your last name here

Phone Number *

Example: +1 212-695-1962

Email Address *

Example: user@website.com

Date of Birth *

Gender *

Male

Female

Capital Range *

Example: $500,000

Country *

Eg: United States

Purpose Of Contact *

Example: I want Portfolio Management