Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Coulon is a financial advisor at Western International Securities, Inc. Peter is a seasoned professional with over 20 years of experience in the financial services industry. He is dedicated to providing personalized financial guidance and investment strategies tailored to the unique needs of each client. Peter's expertise spans various financial areas, including financial planning, investment management, and retirement planning. He is committed to building long-term relationships with clients based on trust, transparency, and a deep understanding of their financial goals. Peter holds several professional designations and has extensive experience working with individuals, families, and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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CA
09/15/2022 - Present
Western International Securities, Inc. (PASADENA CA)
NH
11/30/2017 - 04/28/2021
LINCOLN FINANCIAL DISTRIBUTORS, INC. (CONCORD NH)
NH
01/27/2014 - 06/23/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (CONCORD NH)
NH
05/11/2006 - 06/23/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (CONCORD NH)
MA
04/25/2003 - 05/02/2005
STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)
MA
07/27/2001 - 08/13/2002
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
BC
Issued 09/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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