Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Carlson is a financial advisor with Cambridge Investment Research, Inc.. Peter has been in the industry since 1985 and is registered in Arizona, California, Connecticut, New Jersey and New York. Peter is Series 7, Series 63 and SIE licensed and holds a FINRA registration. Peter was previously registered with Main Street Management Company, Tower Square Securities, Inc., Advantage Capital Corporation, and Travelers Equities Sales, Inc..
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.
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.
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2
CT
05/21/2004 - Present
Cambridge Investment Research, Inc. (RIVERSIDE CT)
MA
01/02/2004 - 05/21/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
CA
01/03/2000 - 01/14/2004
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
GA
08/15/1994 - 12/31/1999
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
12/09/1992 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
CA
07/02/1985 - 11/18/1992
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 09/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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