Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Cressy Livingston is a financial advisor at LPL Financial LLC, with over 36 years of experience in the financial services industry. Peter is a registered representative in North Carolina and Texas. Peter has a broad range of experience in the financial services industry, and he specializes in providing financial advice to individuals, families, and businesses. Peter is committed to helping clients achieve their financial goals. He has a strong understanding of the investment markets, and he is committed to providing his clients with the best possible investment advice.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NC
06/19/2017 - Present
LPL Financial LLC (MOORESVILLE NC)
NY
05/13/1994 - 01/10/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
07/31/1993 - 05/24/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
07/12/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
01/03/1990 - 07/18/1991
BEAR, STEARNS & CO. INC. (NEW YORK NY)
MA
03/14/1989 - 12/20/1989
MOORS & CABOT, INC. (BOSTON MA)
NA
10/21/1987 - 03/18/1989
THE STUART-JAMES COMPANY, INCORPORATED
NA
05/06/1986 - 05/27/1986
FIRST INVESTORS CORPORATION
IA
Issued 03/03/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
BC
Issued 05/05/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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