Unclaimed
Peter Allen Correggio is a financial professional based in Boston, Massachusetts, with over 27 years of experience in the industry. Peter holds the Series 6, 26, and 63 licenses and is registered with Morgan Stanley Distribution, Inc. in Massachusetts. Peter also has prior experience with Eaton Vance Distributors, Inc., Clarendon Insurance Agency, Inc., Sun Life Financial Distributors, Inc., UAM Fund Distributors, Inc., and Pioneer Funds Distributor, Inc.
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
MA
08/23/2024 - Present
Morgan Stanley Distribution, Inc. (Boston MA)
MA
06/30/2005 - 06/24/2015
CLARENDON INSURANCE AGENCY, INC. (WELLESLEY HILLS MA)
MA
02/14/2002 - 08/27/2013
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
MA
09/16/1998 - 10/31/2000
UAM FUND DISTRIBUTORS, INC. (BOSTON MA)
MA
11/09/1994 - 09/10/1998
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
BC
Issued 12/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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