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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 Eric Mead is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Peter has been in the financial services industry since 1999. Peter has licenses to operate in multiple states and has experience in various aspects of financial planning, including investments, retirement planning, and estate planning. Peter is also a registered investment advisor in Michigan, North Carolina, and Texas. In addition to his work at Merrill Lynch, Peter also serves as an owner of a property in northern Michigan and has a fiduciary role for a family member in Hudsonville, Michigan.
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
MI
02/06/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GRAND RAPIDS MI)
GA
01/03/2005 - 02/15/2005
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NC
09/30/2002 - 01/03/2005
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
WI
06/07/1999 - 09/30/2002
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 12/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/15/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/12/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 06/05/1999
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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