Peter Daniel Markovich
Investment adviser representative at 994 Group
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$244.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- 994 GroupSep 2017 to now
- Mjr Financial LLCAug 2017 to now
- Kestra Financial Services, IncApr 2016 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 3 states (IL, NY, TX).
994 Group
Legal name: Mjr Financial LLC
$244.7MAssets managed
214Clients
3Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5957185
- Firm CRD
- 289923