Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Holliday is an investment advisor representative who has been in the industry for over 20 years. Peter is currently registered with Edelman Financial Engines. Peter has been with the firm since 2018 and has previously held positions at EF Legacy Securities, LLC, Sanders Morris Harris LLC, Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC, Linsco/Private Ledger Corp. and Waddell & Reed, Inc. Peter specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
CA
11/01/2018 - Present
Edelman Financial Engines (COSTA MESA CA)
CA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (COSTA MESA CA)
CA
01/16/2014 - 04/22/2016
SANDERS MORRIS HARRIS LLC (COSTA MESA CA)
CA
09/11/2006 - 01/28/2014
CHARLES SCHWAB & CO., INC. (MISSION VIEJO CA)
CA
04/21/2006 - 09/08/2006
FIDELITY BROKERAGE SERVICES LLC (PALM DESERT CA)
CA
07/23/2004 - 02/24/2006
LINSCO/PRIVATE LEDGER CORP. (LA QUINTA CA)
KS
02/28/2003 - 07/27/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 03/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/13/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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