Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Lounsbury is a financial advisor associated with LPL Financial LLC, a firm with over $463 billion in regulatory assets under management. Peter has been working in the financial services industry since 1993. Peter is registered with the Securities and Exchange Commission as an investment advisor representative and with the Financial Industry Regulatory Authority as a registered representative. Peter has offices in Franklin and Stoughton, Massachusetts. Peter can provide a variety of financial services to individual investors, businesses, and trusts. These services include financial planning, investment management, insurance, and consulting.
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.
Consulting and other non-discretionary advisory services
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
MA
02/15/2013 - Present
LPL Financial LLC (FRANKLIN MA)
CT
05/14/1999 - 02/23/2001
INFINEX INVESTMENTS, INC. (MERIDEN CT)
MA
01/02/1996 - 05/05/1999
FIS SECURITIES, INC. (BOSTON MA)
IN
03/28/1994 - 12/31/1995
MDS SECURITIES INCORPORATED (CARMEL IN)
NA
06/04/1993 - 03/28/1994
SHAWMUT BROKERAGE, INC.
IA
Issued 08/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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