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Peter Francis Lagunilla

Canaccord Genuity LLC

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About Peter Francis Lagunilla

Peter Francis Lagunilla has over 30 years of experience in the financial services industry. Peter is currently a Registered Representative with Canaccord Genuity LLC in Boston, Massachusetts. Previously, Peter worked at National Financial Services LLC and Fidelity Brokerage Services LLC. Peter holds several licenses, including Series 4, 7, 8, 9, 10, 55, 57, and 63. Peter has extensive experience working in various roles within the financial services industry.

Firm Information

Peter Lagunilla is currently registered with Canaccord Genuity LLC. Canaccord Genuity LLC is a Limited Liability Company formed in February 2004. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. Canaccord Genuity LLC is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

103

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Peter Lagunilla’s Registration & Firm History

MA

10/04/2021 - Present

Canaccord Genuity LLC (BOSTON MA)

MA

06/05/2006 - 07/09/2021

NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)

RI

02/10/1992 - 06/05/2006

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

NY

06/05/1991 - 12/17/1991

THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)

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Licenses & Designations

BC

Issued 06/12/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 12/15/1997

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/24/1997

Series 24 - General Securities Principal Examination

BC

Issued 01/21/1997

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/11/2001

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 06/04/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE Arca, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Peter Francis Lagunilla.
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