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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 Hexter Riskind is a financial advisor with over 20 years of experience in the industry. Peter has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since December 2021, providing investment advice to individuals, corporations, and institutions. Previously, Peter worked at Cambridge Investment Research, Inc. and Hightower Securities, LLC. Peter is a Series 63, 65, and 66 licensed advisor. Peter specializes in providing investment advice, retirement planning, and other financial planning services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
IL
01/13/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DEER PARK IL)
IL
10/25/2019 - 01/20/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Deerfield IL)
IL
08/18/2015 - 06/17/2019
HIGHTOWER SECURITIES, LLC (DEERFIELD IL)
IL
10/09/2012 - 08/21/2015
SF INVESTMENTS, INC. (HIGHLAND PARK IL)
IL
05/31/2010 - 10/18/2012
MORGAN STANLEY (DEERFIELD IL)
NY
10/08/1999 - 12/11/2003
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 06/17/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2010
Series 3 - National Commodity Futures Examination
BC
Issued 05/28/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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