Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Barsoum Yanni is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Peter has been in the securities industry since August 16, 2018 and has experience providing portfolio management services to individuals, businesses and pooled investment vehicles. Peter is also a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., and has experience providing financial planning services and portfolio management services to individuals, businesses, corporations, charitable organizations, pension plans and high net worth individuals. Peter has a Series 66 license and a Series 7 license. Peter is registered in 11 states, including California, Texas, New York and Arizona.
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
CA
11/04/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SANTA MONICA CA)
BOTH
Issued 10/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2018
Series 7 - General Securities 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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