Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jimmy? Claim Your ProfileJimmy Peters is a financial advisor with Cambridge Investment Research Advisors, Inc. Jimmy has been working in the financial industry since 2021. Jimmy is registered with the state of New York as an Investment Advisor Representative. Cambridge Investment Research Advisors, Inc. offers financial planning, pension consulting, and portfolio management for individuals and businesses. Jimmy also specializes in insurance products and services, and is able to help clients with a variety of needs, such as retirement planning, college savings, and estate planning. Jimmy is committed to providing personalized service and working with clients to achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NY
11/08/2024 - Present
Cambridge Investment Research Advisors, Inc. (Great Neck NY)
NY
08/02/2021 - 09/14/2022
PFS INVESTMENTS INC. (BROOKLYN NY)
IA
Issued 08/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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