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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Jeffrey Carr is a financial advisor with over 30 years of experience in the industry. Peter has a strong background in securities and commodities, having passed several industry exams, including Series 7, Series 3, and Series 63. Peter has been with Morgan Stanley since 2010 and has experience with a variety of clients, including high-net-worth individuals, corporations, insurance companies, and charitable organizations. Peter currently holds Series 65, an active Investment Adviser Representative registration in Florida and a Texas resident Investment Adviser Representative registration. Peter has been registered with the Securities and Exchange Commission (SEC) since 1999 and has previously worked with Deutsche Bank Alex. Brown, Merrill Lynch, Paine Webber Incorporated, and Graystone Nash. Peter is dedicated to providing personalized financial advice and investment strategies 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
01/27/2015 - Present
Morgan Stanley (Ponte Vedra Beach FL)
FL
10/23/2009 - 03/01/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FERNANDINA BEACH FL)
FL
03/11/2002 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FERNANDINA BEACH FL)
NY
01/13/2001 - 03/12/2002
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
MD
12/10/1999 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NJ
01/27/1994 - 12/22/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
04/24/1992 - 02/01/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/14/1989 - 05/01/1992
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
08/12/1988 - 03/18/1989
PAINEWEBBER INCORPORATED
NA
09/29/1987 - 08/24/1988
GRAYSTONE NASH, INC.
NA
08/18/1987 - 09/24/1987
F.D. ROBERTS SECURITIES, INC.
IA
Issued 11/11/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1988
Series 3 - National Commodity Futures Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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