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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 Francis Cardoza is an investment advisor representative with Commonwealth Financial Network. Peter has over 30 years of experience in the financial services industry, having worked previously with BankBoston Investor Services, Inc., SEI Financial Services Company, and First Investors Corporation. Peter is a Certified Financial Planner® professional and holds Series 6, 7, 24, 63, and 65 licenses as well as the SIE exam. Peter is registered to provide investment advisory services in 16 states, including Massachusetts, Florida, California, and New York. Peter's office is located at 25 Newport Avenue Extension in Quincy, MA.
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.
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
MA
01/01/2000 - Present
Commonwealth Financial Network (QUINCY MA)
MA
11/01/1994 - 11/22/1999
BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)
PA
06/22/1994 - 11/08/1994
SEI FINANCIAL SERVICES COMPANY (OAKS PA)
NA
07/31/1987 - 06/24/1988
FIRST INVESTORS CORPORATION
IA
Issued 07/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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