Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Anh Tran is a financial professional with a focus on investment banking. Peter holds the Series 63, SIE, and Series 79TO licenses. Peter is registered in Massachusetts and California. Peter currently works for Shea & Company, LLC which has its main office in Boston.
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.
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MA
07/07/2023 - Present
Shea & Company, LLC (BOSTON MA)
BC
Issued 04/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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