Unclaimed
Peter Batchelar is a financial advisor in Hartford, CT with over 20 years of experience in the financial services industry. Peter is currently registered with VP Distributors LLC. Previously, Peter was registered with Phoenix Equity Planning Corporation and Levco Securities, Inc. Peter has passed the Series 3, 6, 7, 24, and 63 exams and is licensed in Connecticut.
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.
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.
1
2
CT
11/15/2007 - Present
VP Distributors LLC (HARTFORD CT)
CT
05/26/2004 - 10/30/2007
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NY
11/07/2003 - 02/02/2004
LEVCO SECURITIES, INC. (NEW YORK NY)
NY
02/28/1997 - 05/12/1998
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
BC
Issued 01/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2022
Series 24 - General Securities Principal Examination
BC
Issued 06/12/2020
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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