Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Thompson is a financial advisor who has been in the industry since 1983. Peter is currently registered with LPL Financial LLC. Peter has previous experience with National Planning Corporation, Jefferson Pilot Securities Corporation, Allstate Financial Services, LLC, Polaris Financial Services, Inc., Nathan & Lewis Securities, Inc., Bannon & Whitney, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Travelers Equities Sales, Inc., and Lincoln National Pension Insurance Company. Peter is registered in 17 states and holds the following licenses: Series 6, Series 7, Series 24, and Series 63. Peter also holds the designation of Chartered Financial Consultant.
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.
1
2
FL
11/06/2019 - Present
LPL Financial LLC (NAPLES FL)
CT
03/31/2006 - 11/29/2017
NATIONAL PLANNING CORPORATION (WESTPORT CT)
IN
07/02/2003 - 04/03/2006
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NE
01/13/2003 - 07/10/2003
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
IN
07/08/2000 - 01/17/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NH
09/21/1998 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
NY
08/22/1996 - 09/23/1998
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NH
06/27/1995 - 09/04/1996
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
CT
01/12/1995 - 07/07/1995
BANNON & WHITNEY, INC. (WEST HARTFORD CT)
IN
09/16/1983 - 02/07/1995
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/16/1983 - 02/07/1995
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CA
10/16/1986 - 06/07/1990
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NA
09/16/1983 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
BC
Issued 05/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 09/15/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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