Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Plant is a financial advisor registered with LPL Financial LLC. Peter is a licensed investment advisor representative in the state of Massachusetts and a resident investment advisor representative in Texas. Peter's professional experience includes roles with Lincoln Financial Securities Corporation and Edward Jones. Peter is committed to providing clients with a high level of personalized financial advice and service. Peter specializes in a variety of financial planning services, including retirement planning, college savings, and investment management. Peter has been in the financial services industry since 2002.
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.
Consulting and other non-discretionary advisory services
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.
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2
MA
01/13/2022 - Present
LPL Financial LLC (SCITUATE MA)
MA
04/08/2009 - 07/26/2018
LINCOLN FINANCIAL SECURITIES CORPORATION (SCITUATE MA)
MA
03/30/2009 - 05/05/2009
LPL FINANCIAL CORPORATION (HANOVER MA)
MA
05/22/2002 - 03/30/2009
LINCOLN FINANCIAL SECURITIES CORPORATION (HANOVER MA)
MO
01/29/2002 - 04/09/2002
EDWARD JONES (ST. LOUIS MO)
IA
Issued 03/20/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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