Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Bouzane is a financial professional with over 25 years of experience in the securities industry. Peter is currently a registered representative with D.a. Davidson & Co. Peter previously worked at Oppenheimer & Co. Inc., National Financial Services LLC, and Fidelity Brokerage Services, Inc. Peter's professional experience includes Series 7, Series 52TO, Series 53, and Series 63 licenses. Peter specializes in portfolio management, financial planning, and pension consulting. Peter holds a municipal securities principal license and is registered in 51 states.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
11/07/2013 - Present
D.a. Davidson & Co. (IRVINE CA)
CA
11/13/2006 - 11/06/2013
OPPENHEIMER & CO. INC. (LOS ANGELES CA)
MA
10/08/1999 - 01/19/2006
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
RI
05/29/1996 - 10/08/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 06/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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