Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Gaines is a financial advisor with Integrated Wealth Concepts LLC in Chatham, MA. Peter has been in the industry since 1980 and is registered with the state of Massachusetts as an Investment Advisor Representative. Peter previously worked with Lincoln Financial Advisors Corporation. Peter also provides financial planning and investment advisory services through Integrated Wealth Concepts LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
10/14/2016 - Present
Integrated Wealth Concepts LLC (CHATHAM MA)
MA
09/28/2006 - 10/11/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (WALTHAM MA)
MA
02/27/2002 - 10/06/2006
NEW ENGLAND SECURITIES (WELLESLEY MA)
MA
01/02/2001 - 02/20/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/02/2001 - 02/20/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
01/06/1999 - 12/04/2000
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
IN
06/01/1998 - 01/06/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
06/01/1992 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NY
06/24/1980 - 05/28/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 06/24/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1992
Series 7 - General Securities Representative Examination
BC
Issued 06/14/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Gaines is the right advisor for you? Invested Better is here to help.
