Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Heller is a registered representative of Morgan Stanley. Peter has been in the securities industry since 2004. Peter currently holds licenses for Series 66, Series 31 and Series 7 and is registered in 38 states. Peter has held licenses for Series 3, Series 6, Series 24, Series 63 and Series 79 in the past. Peter has previously worked for UBS Financial Services Inc. Peter has specialized in providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals, businesses, and investment companies.
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
GA
05/28/2014 - Present
Morgan Stanley (Atlanta GA)
GA
10/19/2004 - 03/25/2010
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
BOTH
Issued 11/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/18/2004
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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