Unclaimed
Peter Francis Cunnion is a financial advisor with Raymond James & Associates, Inc. in Boca Raton, FL. Peter has been in the securities industry since 1986. Peter has been registered with Raymond James & Associates, Inc. since 2005 and has been a principal since 1994. Previously, Peter worked for EK Riley Investments, LLC, Ragen Mackenzie Investment Services, LLC, FISERV SECURITIES, INC., FISERV CORRESPONDENT SERVICES, INC., DMG SECURITIES, INC., JWGENESIS FINANCIAL GROUP, INC, JW GENESIS CLEARING CORP., INTEGRATED RESOURCES EQUITY CORPORATION, FLAGLER SECURITIES, INC., and J. B. HANAUER & CO. Peter is registered with the following states: California, Florida, New York, and Texas.
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.
Please see note in schedule d - miscellaneous
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
FL
03/30/2005 - Present
Raymond James & Associates, Inc. (BOCA RATON FL)
WA
09/11/2002 - 03/30/2005
EK RILEY INVESTMENTS, LLC (SEATTLE WA)
WA
11/13/2001 - 10/01/2002
RAGEN MACKENZIE INVESTMENT SERVICES, LLC (SEATTLE WA)
PA
09/01/2001 - 10/01/2001
FISERV SECURITIES, INC. (PHILADELPHIA PA)
CO
11/11/1999 - 09/01/2001
FISERV CORRESPONDENT SERVICES, INC. (DENVER CO)
VA
02/13/1998 - 10/16/2000
DMG SECURITIES, INC. (GREAT FALLS VA)
FL
02/13/1998 - 05/31/2000
JWGENESIS FINANCIAL GROUP, INC (BOCA RATON FL)
FL
12/07/1988 - 11/12/1999
JW GENESIS CLEARING CORP. (BOCA RATON FL)
NA
10/07/1988 - 10/25/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
05/29/1987 - 09/26/1988
FLAGLER SECURITIES, INC.
NA
12/17/1985 - 05/13/1987
J. B. HANAUER & CO.
BC
Issued 03/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/25/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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