Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter David Scott is a financial advisor with Moors & Cabot, Inc. Peter has been in the financial services industry for over 17 years. Peter's career started at FIRST SOUTHWEST COMPANY in 2008 and he joined Moors & Cabot, Inc. in 2019. Peter holds the Series 7, 63, 53, and 65 licenses. Peter specializes in providing financial planning and portfolio management services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Peter is registered in 28 states, including California, Florida, Massachusetts, and Texas. In addition to being a financial advisor, Peter is also involved in investing in startup companies.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
02/21/2019 - Present
Moors & Cabot, Inc. (BOSTON MA)
MA
03/10/2008 - 06/22/2011
FIRST SOUTHWEST COMPANY (BOSTON MA)
MA
01/18/2006 - 03/18/2008
MOORS & CABOT, INC. (BOSTON MA)
IA
Issued 02/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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