Unclaimed
Peter Fergus Hughes is a financial advisor registered with Evolve Investing LLC, based in SANDY, UT. Peter is a Chartered Financial Analyst with a background in investment banking and financial markets. Peter provides financial planning, portfolio management for businesses and individuals and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
UT
07/05/2022 - Present
Evolve Investing LLC (SANDY UT)
NY
08/13/2008 - 09/26/2012
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/25/2005 - 11/23/2007
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
CA
01/04/2005 - 04/19/2005
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
BC
Issued 01/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/03/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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