Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Hess is a financial professional with over 30 years of experience in the industry. Peter is currently registered with Lazard Asset Management LLC. Peter has held previous positions with Cantor Fitzgerald & Co. and Nuveen Securities, LLC. Peter has a broad range of experience in financial services, including investment banking, futures, and securities. Peter specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
09/29/2022 - Present
Lazard Asset Management LLC (NEW YORK NY)
NY
05/06/2021 - 09/16/2022
CANTOR FITZGERALD & CO. (NEW YORK NY)
OH
01/15/2008 - 08/07/2020
NUVEEN SECURITIES, LLC (AVON OH)
NY
08/27/1992 - 01/08/2008
MBSC SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 08/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/27/2022
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/18/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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