Unclaimed
Peter Asa Freer is a financial advisor with over 20 years of experience in the industry. Peter currently works with Lincoln Financial Distributors, Inc. and has held previous roles with PROEQUITIES, INC., SUNAMERICA CAPITAL SERVICES, INC., BRECEK & YOUNG ADVISORS, INC., NATIONAL PLANNING CORPORATION, and AMERICAN SKANDIA MARKETING, INC. Peter holds Series 6, Series 63, Series 65, and SIE licenses.
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.
1
2
PA
06/21/2017 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
AL
08/06/2009 - 07/07/2017
PROEQUITIES, INC. (BIRMINGHAM AL)
NJ
04/18/2006 - 02/26/2009
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
CA
08/18/2005 - 05/15/2006
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
CA
12/14/2004 - 08/18/2005
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
CT
07/28/2000 - 12/10/2004
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
IA
Issued 03/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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