Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Christie is a financial advisor with Morgan Stanley, a firm that manages over $1.4 trillion in assets. Peter is registered in 27 states and has 30 years of experience in the financial industry. His previous employment was with UBS Financial Services Inc., a firm known for its wealth management and investment banking services. Peter has a strong background in financial planning and portfolio management, and his experience includes working with a wide range of clients, including individuals, families, and businesses. Peter holds Series 63, 65, 7, 8, 9, 10, and 24 licenses and has a strong track record of success in helping his clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MA
08/19/2024 - Present
Morgan Stanley (Wellesley MA)
MA
03/30/2001 - 03/12/2010
UBS FINANCIAL SERVICES INC. (WELLESLEY MA)
MI
09/16/1992 - 04/05/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 11/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1992
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 02/24/1995
Series 24 - General Securities Principal Examination
BC
Issued 07/30/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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