Unclaimed
Peter Larsen is a financial professional with over 20 years of experience in the industry. Peter is currently registered with Hamilton Lane Securities LLC and holds Series 7, Series 55, and Series 63 licenses. Prior to joining Hamilton Lane Securities LLC, Peter worked for several other firms including Atlantic - Pacific Capital, Inc., W.R. Hambrecht + Co., LLC, Charles Schwab & Co., Inc. and Mayer & Schweitzer, Inc.. Peter's expertise includes providing investment advice and guidance to clients.
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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2
PA
02/05/2020 - Present
Hamilton Lane Securities LLC (CONSHOHOCKEN PA)
NY
08/30/2013 - 01/30/2020
ATLANTIC - PACIFIC CAPITAL, INC. (NEW YORK NY)
CA
03/29/2000 - 07/23/2001
W.R. HAMBRECHT + CO., LLC (SAN FRANCISCO CA)
TX
01/01/1999 - 11/11/1999
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CT
01/01/1999 - 04/12/1999
MAYER & SCHWEITZER, INC. (STAMFORD CT)
BC
Issued 01/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1999
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
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