Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Quinones is a financial advisor at Morgan Stanley. Peter has been in the financial industry for 18 years and holds the Series 4, 7, 10, 24 and 63 licenses. Peter has experience at various firms such as CHARLES SCHWAB & CO., INC., NFP SECURITIES, INC. and BEAR, STEARNS & CO. INC. Peter works with individual clients, corporations, insurance companies, investment companies, charitable organizations, pension and profit sharing plans, banking or thrift institutions and state or municipal government entities.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
10/19/2022 - Present
Morgan Stanley (Austin TX)
TX
08/01/2012 - 10/07/2022
CHARLES SCHWAB & CO., INC. (Austin TX)
TX
12/02/2010 - 07/06/2012
NFP SECURITIES, INC. (AUSTIN TX)
TX
04/07/2009 - 11/29/2010
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
NY
01/14/2005 - 06/17/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 04/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/10/2007
Series 24 - General Securities Principal Examination
BC
Issued 03/05/2007
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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