Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Francis Davey is a financial advisor with Fidelity Personal And Workplace Advisors. Peter has been in the financial industry since 2006 and has a wide range of experience working with clients. Peter has worked with both Northwestern Mutual Investment Services, LLC and Neuberger Berman LLC before joining Fidelity Personal And Workplace Advisors. Peter is licensed to provide investment advice in all 50 states and is a registered representative of FINRA.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
01/10/2022 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
NY
01/31/2020 - 07/13/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
NY
05/16/2011 - 03/26/2013
NEUBERGER BERMAN LLC (NEW YORK NY)
NY
06/01/2009 - 05/20/2011
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
11/22/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/20/2006 - 05/31/2006
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
BOTH
Issued 12/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/04/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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