Unclaimed
Peter A Poirot is a financial advisor with over 20 years of experience in the industry. Peter is currently registered with Cambridge Investment Research, Inc. in Virginia. Before joining Cambridge, Peter worked with Tower Square Securities, Inc. in Harrisonburg, Virginia and Woodbury Financial Services, Inc. in Oakdale, Minnesota. Peter holds Series 6, Series 63, and SIE licenses.
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.
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.
1
2
VA
10/31/2011 - Present
Cambridge Investment Research, Inc. (HARRISONBURG VA)
VA
12/16/2004 - 11/04/2011
TOWER SQUARE SECURITIES, INC. (HARRISONBURG VA)
MN
10/23/2003 - 01/03/2005
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BC
Issued 10/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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