Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Morin is a financial advisor with over 18 years of experience in the industry. Peter is currently registered with Eagle Strategies LLC and has been with the firm since October 2023. Peter has a strong track record of success in helping individuals, families, and businesses achieve their financial goals. Peter has the Series 6, 7TO, 63, and 65 licenses as well as the SIE exam, allowing Peter to offer a wide range of investment products and services. In addition to Peter's work with Eagle Strategies, Peter also has extensive experience in insurance, real estate, and business development. Peter is a highly motivated and results-oriented professional who is committed to providing his clients with the highest level of service.
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.
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
MA
11/03/2023 - Present
Eagle Strategies LLC (ANDOVER MA)
IA
Issued 10/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/3/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/6/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/12/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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