Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Adcroft is a financial advisor at Janney Montgomery Scott LLC, a large financial advisory firm with over $85 billion in assets under management. Peter has been working in the financial industry since 1985, and he has a broad range of experience in financial planning, portfolio management, and investment advisory services. Peter has a strong track record of providing personalized and customized financial solutions to individuals, families, and businesses. Peter is dedicated to helping clients achieve their financial goals through a combination of expertise and personalized service.
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.
Fee plus commission
1
2
NC
04/12/2016 - Present
Janney Montgomery Scott LLC (RALEIGH NC)
NC
02/15/2008 - 04/01/2016
UBS FINANCIAL SERVICES INC. (RALEIGH NC)
NC
07/31/1993 - 02/28/2008
CITIGROUP GLOBAL MARKETS INC. (RALEIGH NC)
NY
09/12/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
06/05/1986 - 09/19/1988
THE ROBINSON-HUMPHREY COMPANY INC.
NA
08/20/1985 - 06/03/1986
FIRST JERSEY SECURITIES, INC.
IA
Issued 10/10/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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