Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Rumsey is an experienced financial advisor with over 40 years of experience in the industry. Peter has held several positions at a variety of firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Lehman Brothers Inc. Currently, Peter is a registered representative with International Assets Advisory, LLC. Peter's experience is broad and includes various areas of specialization, such as portfolio management for businesses, investment companies and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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2
FL
01/31/2024 - Present
International Assets Advisory, LLC (ORLANDO FL)
NY
09/17/2019 - 12/22/2023
KOVACK SECURITIES INC. (Red Hook NY)
NY
12/10/2015 - 09/21/2019
IFS SECURITIES (Red Hook NY)
NY
01/31/2003 - 12/31/2015
CADARET, GRANT & CO., INC. (RED HOOK NY)
NY
11/16/1994 - 02/21/2003
YANKEE FINANCIAL GROUP, INC. (MELVILLE NY)
NY
03/20/1992 - 10/12/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
01/17/1990 - 03/19/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
02/02/1988 - 01/12/1990
FIRST ALBANY CORPORATION (NEW YORK NY)
NA
06/03/1987 - 02/16/1988
MOSELEY SECURITIES CORPORATION
NA
07/30/1981 - 06/10/1987
PRESCOTT, BALL & TURBEN, INC.
NA
09/01/1977 - 07/15/1985
ALL FUNDS, INC.
NA
12/26/1979 - 08/11/1981
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
10/02/1978 - 11/12/1979
DREXEL BURNHAM LAMBERT INCORPORATED
NA
11/18/1977 - 09/24/1978
MOSELEY, HALLGARTEN & ESTABROOK INC
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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