Unclaimed
Peter Chun-tao Chee is a financial professional with over 15 years of experience in the industry. He currently holds a Series 6 and Series 63 license as well as the Securities Industry Essentials (SIE) exam. Peter has been registered with Farmers Financial Solutions, LLC since 2018. His previous experience includes working with the same firm between 2003 and 2017.
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.
1
2
CA
07/12/2018 - Present
Farmers Financial Solutions, LLC (SAN JOSE CA)
CA
02/11/2003 - 06/27/2017
FARMERS FINANCIAL SOLUTIONS, LLC (SAN JOSE CA)
BC
Issued 01/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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