Unclaimed
Peter David Driscoll is a financial advisor with Amundi Asset Management US, Inc., with over 23 years of experience in the industry. Peter is registered with FINRA and has a license in Massachusetts as well as several other states including Delaware, Virginia, Maryland and the District of Columbia. Peter has a strong background in investment advisory services and has provided investment advice for a range of clients, including high net worth individuals, investment companies and pooled investment vehicles. Peter is focused on providing clients with personalized investment solutions that meet their unique needs and goals.
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.
1
2
MA
03/05/2024 - Present
Amundi Asset Management US, Inc. (BOSTON MA)
IL
01/02/2018 - 11/28/2023
INVESTMENT PLANNERS, INC. (DECATUR IL)
ME
11/10/2014 - 12/31/2017
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
IL
12/09/2011 - 11/07/2014
INVESTMENT PLANNERS, INC. (DECATUR IL)
NC
05/09/2000 - 12/31/2009
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MA
06/22/1998 - 04/03/2000
STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 02/20/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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