Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter F Heyden is a financial advisor with Citigroup Global Markets Inc. located in New York, NY. Peter has been working in the financial services industry since 2000. Peter previously worked with M&T Securities, Inc. in Buffalo, NY, HSBC Securities (USA) Inc. in Depew, NY and West Seneca, NY and HSBC Brokerage (USA) Inc. in New York, NY. Peter is registered in New York as a Broker/Dealer. Peter is a Series 6, Series 63 and Series 6TO licensed professional.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
02/09/2023 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
09/24/2019 - 06/09/2021
M&T SECURITIES, INC. (BUFFALO NY)
NY
03/27/2012 - 06/25/2019
HSBC SECURITIES (USA) INC. (DEPEW NY)
NY
01/01/2005 - 05/03/2011
HSBC SECURITIES (USA) INC. (WEST SENECA NY)
NY
12/18/2000 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
BC
Issued 03/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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