Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter D Ryan is a financial advisor who has been in the industry since 1989. Peter D Ryan is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in SHORT HILLS, NJ. Peter D Ryan has previously worked at Hamilton Cavanaugh & Associates, Inc., Metropolitan Life Insurance Company, Diversified Investors Securities Corp., MONY Securities Corp., MetLife Securities Inc., The Mutual Life Insurance Company of New York and J & H Equity Corporation. Peter D Ryan has Series 6, 7, 63, 65 and 66 licenses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NJ
07/25/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SHORT HILLS NJ)
NY
08/14/1995 - 01/21/2011
HAMILTON CAVANAUGH & ASSOCIATES, INC. (WHITE PLAINS NY)
NY
01/29/1992 - 03/21/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
01/10/1994 - 04/13/1995
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
NY
06/09/1989 - 01/10/1994
MONY SECURITIES CORP. (NEW YORK NY)
MA
01/29/1992 - 03/04/1992
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/09/1989 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
NA
06/23/1986 - 10/10/1986
J & H EQUITY CORPORATION
BOTH
Issued 04/21/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/09/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/08/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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