Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Metcalf is a financial advisor with over 14 years of experience in the industry. Peter is registered with Independent Advisor Alliance, LLC, and is currently licensed in Maine, Massachusetts, New Hampshire, and Florida. Peter has experience in both Broker-Dealer and Investment Advisor roles, with prior experience at Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated and LPL Financial. Peter has a wide range of expertise, including financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Peter is committed to providing personalized financial advice to help clients achieve their financial 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.
Comprehensive financial plans to help you achieve your personal and business 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.
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.
A percentage of the total value of assets under management is charged.
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2
ME
06/19/2024 - Present
Independent Advisor Alliance, LLC (South Portland ME)
ME
05/23/2014 - 06/20/2024
MORGAN STANLEY (Portland ME)
ME
04/27/2010 - 05/27/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND ME)
BOTH
Issued 06/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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