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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Rohr is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Peter Rohr has been working in the securities industry since August 4, 1987. Peter Rohr is registered with the state of Pennsylvania for both securities and investment advisory activities. Peter Rohr has Series 6, 7, 63 and 65 licenses and has passed the SIE exam. Peter Rohr is also registered in 52 other states and territories for securities activities and 2 states for investment advisory activities. Peter Rohr works in the Wayne, Pennsylvania office of Merrill Lynch, Pierce, Fenner & Smith Inc.. Peter Rohr serves individuals, high net worth individuals, corporations, pension and profit sharing plans, charitable organizations, insurance companies, and state or municipal government entities. Peter Rohr offers a variety of financial services including financial planning, portfolio management, pension consulting, and educational seminars. Peter Rohr has over 30 years of experience in the financial services industry.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
PA
03/29/1996 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WAYNE PA)
NA
08/05/1987 - 06/03/1988
PML SECURITIES COMPANY
IA
Issued 10/05/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
BC
Issued 08/03/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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