Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter i.? Claim Your ProfilePeter Myers is a financial professional with over a decade of experience in the financial services industry. Peter has worked with firms such as Merrill Lynch, Morgan Stanley, UBS Financial Services Inc., and Raymond James & Associates. Peter holds a Series 7, 6, 31, 63, and 65 licenses. Peter is currently registered with RBC Capital Markets, LLC and serves clients in Arizona, California, Colorado, Delaware, Florida, Georgia, Illinois, Minnesota, Nevada, New York, Tennessee, Texas, and Washington. Peter specializes in providing investment advice to high-net-worth individuals, corporations, and institutions, including charitable organizations, insurance companies, and pension and profit-sharing plans. Peter is committed to providing personalized financial advice and working with clients to achieve their financial goals.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
TX
12/07/2020 - Present
RBC Capital Markets, LLC (DALLAS TX)
CA
05/30/2019 - 12/15/2020
RAYMOND JAMES & ASSOCIATES, INC. (San Francisco CA)
CA
06/16/2014 - 06/10/2019
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
CA
10/05/2011 - 07/05/2014
MORGAN STANLEY (SAN FRANCISCO CA)
OH
09/16/2010 - 09/19/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEVELAND OH)
MO
03/17/2010 - 08/17/2010
NYLIFE SECURITIES LLC (CREVE COEUR MO)
IA
Issued 09/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 08/10/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/16/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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