Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Levinson is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Peter has over 30 years of experience in the financial services industry, having worked for a variety of firms before joining Merrill Lynch. Peter provides a variety of investment advisory services, including portfolio management, financial planning, and pension consulting. Peter has a strong commitment to helping clients achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NC
02/15/2008 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHARLOTTE NC)
NC
08/14/2000 - 02/22/2008
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
NY
03/13/1998 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NC
08/20/1990 - 04/03/1998
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NC
10/14/1988 - 08/24/1990
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NA
09/15/1987 - 10/14/1988
JOHNSON, LANE, SPACE, SMITH & CO., INC.
NA
02/24/1987 - 09/18/1987
ARUNDEL SECURITIES, INC.
IA
Issued 06/15/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
BC
Issued 02/20/1987
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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