Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Beswerchij has been in the financial services industry since 1990. Peter is currently a registered representative with UBS Financial Services Inc. and is licensed to provide investment advice in Michigan and Texas. Peter has extensive experience in the industry having previously worked for Morgan Stanley DW Inc., PaineWebber Incorporated, Smith Barney Inc., Lehman Brothers Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Peter specializes in providing financial planning, portfolio management, and investment advice for individuals, families, businesses, and charitable organizations.
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.
See schedule d - miscellaneous
1
2
MI
03/18/2010 - Present
UBS Financial Services Inc. (TROY MI)
NY
09/03/1999 - 01/09/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
05/12/1995 - 09/15/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
07/31/1993 - 05/22/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
11/04/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
MA
02/27/1990 - 12/05/1991
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/27/1990 - 12/05/1991
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 01/18/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/1992
Series 7 - General Securities Representative Examination
BC
Issued 02/26/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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