Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Andrew Goldman is a registered representative with Fidelity Personal And Workplace Advisors. Peter has been in the financial industry since 1999 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Peter is licensed to provide securities and investment advisory services in multiple states. Peter holds the Series 7, Series 9, Series 10, Series 24, Series 63, Series 65, and Series 66 licenses. In addition to his experience at Fidelity Personal And Workplace Advisors, Peter previously worked at Fidelity Brokerage Services LLC, Fenimore Securities, Inc., Charles Schwab & Co., Inc., and Prudential Investment Management Services LLC. Peter has extensive experience in the financial services industry and is committed to providing his clients with the highest level of service.
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.
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.
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.
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2
NY
04/21/2023 - Present
Fidelity Personal AND Workplace Advisors (ALBANY NY)
NY
07/30/2007 - 01/06/2021
FIDELITY BROKERAGE SERVICES LLC (NEW YORK CITY NY)
NY
11/22/2004 - 08/04/2006
FENIMORE SECURITIES, INC. (COBLESKILL NY)
TX
02/11/2000 - 05/07/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NJ
11/19/1999 - 01/24/2000
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
RI
04/16/1996 - 08/20/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 06/21/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2005
Series 24 - General Securities Principal Examination
BC
Issued 12/21/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/21/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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