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 Forbes is a financial professional with over 25 years of experience in the industry. Peter is currently registered with World Equity Group, Inc., and has been with the firm since March 2010. Peter has a wide range of experience in the industry, including previous roles with Regal Securities, Inc., National Securities Corporation, Primevest Financial Services, Inc., Quick & Reilly, Inc., Summit Financial Services Group, Inc., FISERV Investor Services, Inc., and Smith Barney Inc. Peter holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Peter is also a licensed insurance producer and specializes in fixed insurance sales.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
03/30/2010 - Present
World Equity Group, Inc. (SCHAUMBURG IL)
NJ
11/16/2005 - 04/09/2010
REGAL SECURITIES, INC. (BRICK NJ)
NJ
03/15/2005 - 11/30/2005
NATIONAL SECURITIES CORPORATION (BRICK NJ)
MN
09/14/2004 - 02/22/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
NY
04/25/2001 - 09/22/2004
QUICK & REILLY, INC. (NEW YORK NY)
PA
10/21/1998 - 04/25/2001
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
TX
08/20/1996 - 10/21/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
NY
08/11/1994 - 05/15/1995
SMITH BARNEY INC. (NEW YORK NY)
NA
05/21/1987 - 07/15/1987
EQUITABLE SECURITIES OF NEW YORK,INC.
IA
Issued 12/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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