Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Aguilar is a registered representative at Centerview Partners LLC in San Francisco, California. Peter has over 3 years of experience in the financial services industry. Peter has successfully passed the Series 7TO, Series 63, SIE, and Series 79 exams. Previously, Peter worked as a registered representative at BOFA SECURITIES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in New York, New York.
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.
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.
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CA
05/17/2021 - Present
Centerview Partners LLC (SAN FRANCISCO CA)
NY
05/10/2019 - 04/13/2021
BOFA SECURITIES, INC. (NEW YORK NY)
NY
08/12/2018 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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