Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Holmquist is an investment advisor representative with Farther, registered with the state of Connecticut and Texas. Peter specializes in advising high-net-worth individuals, pension and profit-sharing plans, and other individuals. Peter’s experience in the industry dates back to 2020, and before joining Farther, Peter was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Peter is also a registered representative with Farther.
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.
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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CT
07/26/2024 - Present
Farther (Westport CT)
CT
05/23/2020 - 07/30/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTPORT CT)
BOTH
Issued 06/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/15/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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