Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Boyette Simms is an investment advisor representative who has been in the industry since August 2014. Peter is registered with the state of North Carolina as a broker-dealer and investment advisor representative. Peter is currently employed at Credit Union Investment Services. Peter holds the Series 6, 7, 24, 63, and 65 licenses, and has been in the financial services industry for several years. Peter has experience in various financial services, including life insurance, trust services, and providing investment related services for STATE EMPLOYEES' CREDIT UNION.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
NC
08/22/2014 - Present
Credit Union Investment Services (Raleigh NC)
IA
Issued 08/22/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/04/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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