Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Davidson is a financial advisor with Stifel, Nicolaus & Company, Inc. based in STAMFORD, CT. Peter has over 20 years of experience in the financial services industry, and has held previous positions with UBS FINANCIAL SERVICES INC., UBS SECURITIES LLC, AMHERST SECURITIES GROUP, L.P., RBS SECURITIES INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, FIMAT USA, INC., and SG COWEN SECURITIES CORPORATION. Peter specializes in a variety of financial services, including: investment planning, pension consulting, educational seminars, and portfolio management.
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.
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
CT
10/11/2023 - Present
Stifel, Nicolaus & Company, Inc. (STAMFORD CT)
CT
01/29/2021 - 05/10/2023
UBS FINANCIAL SERVICES INC. (GREENWICH CT)
CT
06/22/2011 - 05/10/2023
UBS SECURITIES LLC (GREENWICH CT)
NY
01/04/2011 - 05/24/2011
AMHERST SECURITIES GROUP, L.P. (NEW YORK NY)
CT
04/28/2009 - 09/21/2010
RBS SECURITIES INC. (STAMFORD CT)
NY
10/05/2000 - 01/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IL
08/01/2000 - 09/20/2000
FIMAT USA, INC. (CHICAGO IL)
NY
05/30/2000 - 08/01/2000
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 03/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2007
Series 3 - National Commodity Futures Examination
BC
Issued 05/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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