Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Chung Sit is a financial advisor with IC Advisory Services, Inc. Peter has been in the industry since 1990. Peter has a wide range of experience and expertise and holds Series 63, 66, 7 and SIE licenses. Peter is registered to provide investment advice in California, Florida, Massachusetts, New Jersey, New York, and Virginia. Peter also has prior experience with American Express Financial Advisors Inc., IDS Life Insurance Company, and Smith Barney Inc. Peter specializes in Financial Planning, Pension Consulting, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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.
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
NJ
06/02/2006 - Present
IC Advisory Services, Inc. (BEDMINSTER NJ)
MN
03/26/1996 - 11/25/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/26/1996 - 11/25/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
09/20/1988 - 08/31/1994
SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 12/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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