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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter James Kimber is a financial advisor with over 25 years of experience in the financial services industry. Peter is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has a wide range of experience and qualifications including Series 6, 7, 10, 63, 65, 66 and SIE licenses. Peter has previously worked at Sands Brothers & Co., LTD., Sands Brothers International LTD. and MML INVESTORS SERVICES, INC. Peter specializes in portfolio management, investment advisory and financial planning services for high-net-worth individuals, businesses and institutions. Peter is also a registered investment advisor in New York and Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
10/22/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NA
08/23/2004 - 11/01/2004
SANDS BROTHERS INTERNATIONAL LTD. (LONDON )
NY
05/14/1998 - 08/23/2004
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
MA
10/04/1996 - 06/02/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 03/15/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/03/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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