Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Hall is a financial professional with over 15 years of experience in the financial services industry. Peter is a registered representative of MML Investors Services, LLC and holds multiple licenses and registrations. Peter's previous roles include positions at Wells Fargo Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Cowen and Company, and Caris & Company, Inc. Peter offers a variety of financial services, including financial planning, asset allocation, and investment management. Peter is committed to providing personalized financial advice and helping clients 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.
Asset allocation programs
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.
Solicitors fees
1
2
CT
09/22/2016 - Present
MML Investors Services, LLC (NORWALK CT)
CT
03/27/2009 - 10/18/2010
WELLS FARGO ADVISORS, LLC (DANBURY CT)
CT
01/12/2009 - 02/17/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTPORT CT)
NY
05/02/2008 - 12/02/2008
COWEN AND COMPANY (NEW YORK NY)
NY
02/28/2008 - 04/28/2008
CARIS & COMPANY, INC. (NEW YORK NY)
IA
Issued 01/29/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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