Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Chan is a financial advisor at LPL Financial LLC, with over 20 years of experience in the financial services industry. Peter holds the Series 6, Series 26, and Series 63 licenses, along with the SIE exam. Peter is licensed to provide investment advice in Florida, Georgia, New Jersey, New York, and Pennsylvania. Peter is a registered representative of LPL Financial LLC. Peter specializes in providing financial advice to individuals, families, and businesses.
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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NY
08/03/2021 - Present
LPL Financial LLC (JERICHO NY)
NY
06/26/2000 - 02/27/2012
FIRST INVESTORS CORPORATION (NEW YORK NY)
BC
Issued 07/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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