Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter McDonnell is a financial advisor at LPL Financial LLC, with over 35 years of experience in the industry. Peter is registered to provide securities and investment advisory services in all 50 states. Peter has a broad range of experience and is able to help clients with their financial planning needs, as well as providing investment advice.
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.
Consulting and other non-discretionary advisory services
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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NY
06/09/2021 - Present
LPL Financial LLC (BUFFALO NY)
NY
03/29/2017 - 06/09/2021
M&T SECURITIES, INC. (Buffalo NY)
NY
04/15/1999 - 06/02/2015
M&T SECURITIES, INC. (BUFFALO NY)
NJ
11/21/1997 - 12/18/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
09/10/1984 - 10/03/1997
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 08/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/27/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/07/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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