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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Lynch is a financial advisor with Prosperity Capital Advisors. Peter has been in the industry since 1998 and has a strong background in financial planning and portfolio management. Peter is a Certified Public Accountant (CPA) and holds the Series 6, 7, 24, 63, and 65 licenses. In addition to his work with Prosperity Capital Advisors, Peter also provides tax consulting services. Peter's clients include individuals, corporations, and charitable organizations. Peter's goal is to help his clients achieve their financial goals.
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.
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
OH
10/15/2019 - Present
Prosperity Capital Advisors (WESTLAKE OH)
GA
12/02/2019 - 04/29/2020
MERCAP SECURITIES, LLC (ATLANTA GA)
NJ
08/11/2016 - 10/09/2019
CETERA ADVISORS LLC (RED BANK NJ)
NJ
06/05/2008 - 08/11/2016
VSR FINANCIAL SERVICES, INC. (RED BANK NJ)
NJ
12/01/2006 - 06/09/2008
QUESTAR CAPITAL CORPORATION (RED BANK NJ)
NJ
02/12/2001 - 12/01/2006
USALLIANZ SECURITIES, INC. (RED BANK NJ)
NY
01/01/1998 - 02/27/2001
AXA ADVISORS, LLC (NEW YORK NY)
NY
01/01/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 09/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/30/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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