Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Denis Loncto is a financial advisor with over 25 years of experience in the industry. Peter is currently registered with MFS Institutional Advisors Inc. and has been with the firm since December 2007. Prior to joining MFS Institutional Advisors Inc., Peter was registered with MFS FUND DISTRIBUTORS, INC. for over two years. Peter holds Series 6, 7, 63 and 65 licenses and the SIE exam. Peter has a designation as a Chartered Financial Analyst. Peter is registered in 53 states.
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.
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.
Transfer pricing arrangements with affiliates
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2
MA
01/02/2025 - Present
MFS Institutional Advisors Inc. (BOSTON MA)
MA
07/25/1997 - 07/27/1999
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 01/14/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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