Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Cunningham is an experienced financial advisor with over 20 years in the industry. Peter is currently registered with Commonwealth Financial Network, and is also a registered investment advisor in South Carolina. Peter has extensive experience in investment management and financial planning, and is committed to providing personalized solutions for his 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.
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.
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.
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2
SC
07/18/2024 - Present
Commonwealth Financial Network (COLUMBIA SC)
VA
01/03/2023 - 07/23/2024
FRONTIER SOLUTIONS, LLC (RICHMOND VA)
FL
01/18/2019 - 12/31/2022
PALLADIUM CAPITAL GROUP, LLC (VENICE FL)
FL
07/20/2015 - 01/15/2019
TRILOMA SECURITIES, LLC (WINTER PARK FL)
CA
04/09/2008 - 08/30/2013
ALTEGRIS INVESTMENTS, INC. (LA JOLLA CA)
MD
08/06/2003 - 04/04/2008
STEBEN & COMPANY, INC. (ROCKVILLE MD)
IA
Issued 07/12/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2022
Series 30 - NFA Branch Manager Examination
BC
Issued 07/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/21/2022
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/05/2003
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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