Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Scudner has been a financial professional since 1984. Peter currently works at Merrill Lynch, Pierce, Fenner & Smith Inc.. Peter has previously worked for firms including Stifel, Nicolaus & Company, Incorporated, JANNEY MONTGOMERY SCOTT LLC, and CITIGROUP GLOBAL MARKETS INC.. Peter has experience in working with a wide range of clients, including high-net-worth individuals, corporations, insurance companies, and charitable organizations. Peter provides a variety of services, including portfolio management, financial planning, and pension consulting.
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
PA
08/15/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LANCASTER PA)
PA
04/18/2018 - 08/30/2024
STIFEL, NICOLAUS & COMPANY, INCORPORATED (LANCASTER PA)
PA
11/26/2008 - 04/23/2018
JANNEY MONTGOMERY SCOTT LLC (LANCASTER PA)
PA
07/31/1993 - 12/15/2008
CITIGROUP GLOBAL MARKETS INC. (LANCASTER PA)
NY
08/16/1984 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 07/02/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1984
Series 63 - Uniform Securities Agent State 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 08/25/2000
Series 24 - General Securities Principal Examination
BC
Issued 09/14/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1991
Series 15 - Foreign Currency Options Examination
BC
Issued 08/27/1984
Series 3 - National Commodity Futures Examination
BC
Issued 07/21/1984
Series 7 - General Securities 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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