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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Girgis is a financial advisor with Fidelity Personal and Workplace Advisors, located in Salt Lake City, UT. Peter is a registered representative with FINRA and a registered investment advisor representative in Arizona, Texas and Utah. Peter has experience in the financial services industry since September 2008, having previously worked for LPL Financial, Ameriprise Financial Services, Inc., Securian Financial Services, Inc., Edward Jones, and Vanguard Marketing Corporation. Peter specializes in providing financial planning, portfolio management for businesses and individuals and selection of other advisors for clients.
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
UT
02/03/2021 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
AZ
02/11/2020 - 11/30/2020
LPL FINANCIAL LLC (TEMPE AZ)
AZ
07/15/2019 - 10/11/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Phoenix AZ)
AZ
05/01/2014 - 07/06/2017
LPL FINANCIAL LLC (PHOENIX AZ)
AZ
10/03/2013 - 05/02/2014
SECURIAN FINANCIAL SERVICES, INC. (PHOENIX AZ)
MO
04/04/2013 - 07/29/2013
EDWARD JONES (ST. LOUIS MO)
AZ
02/01/2006 - 04/04/2013
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 05/08/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/24/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/21/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/23/2015
Series 24 - General Securities Principal Examination
BC
Issued 07/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/31/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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