Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Currie is a financial advisor with over 17 years of experience in the industry. Peter is currently registered with T. Rowe Price Associates, Inc. and is licensed to provide investment advice in Florida and Maryland. Peter has worked with a variety of financial firms throughout their career including Securities America, Inc., Triad Advisors LLC, FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Woodbury Financial Services, Inc., Transamerica Capital, Inc., Transamerica Financial Advisors, Inc, Charles Schwab & Co., Inc., OneAmerica Securities, Inc., Nationwide Securities, LLC, Nationwide Investment Services Corporation, and Linsco/Private Ledger Corp. Peter has earned their Series 4, 7, 9, 10, 24, 52, 53, 63, 65, and 66 licenses. They are also a Registered Investment Advisor in Florida and Maryland.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
11/17/2021 - Present
T. Rowe Price Associates, Inc. (Safety Harbor FL)
NE
02/03/2021 - 09/09/2021
SECURITIES AMERICA, INC. (LAVISTA NE)
GA
02/03/2021 - 09/09/2021
TRIAD ADVISORS LLC (ATLANTA GA)
GA
08/14/2019 - 09/09/2021
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
08/14/2019 - 09/09/2021
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
FL
08/14/2019 - 09/09/2021
SAGEPOINT FINANCIAL, INC. (ST. PETERSBURG FL)
MN
08/14/2019 - 09/09/2021
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
CO
01/18/2017 - 08/13/2019
TRANSAMERICA CAPITAL, INC. (DENVER CO)
FL
03/09/2017 - 08/09/2019
TRANSAMERICA FINANCIAL ADVISORS, INC (ST PETERSBURG FL)
IN
10/17/2014 - 09/28/2015
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
IN
02/17/2009 - 12/21/2013
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
OH
03/06/2006 - 02/18/2009
NATIONWIDE SECURITIES, LLC (COLUMBUS OH)
OH
06/03/2004 - 02/02/2009
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
SC
12/06/2000 - 10/17/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 01/11/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/21/2013
Series 4 - Registered Options Principal Examination
BC
Issued 12/03/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/16/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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