Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter James Meyers is a financial advisor with over 30 years of experience in the industry. Peter is currently registered with BNY Mellon Securities Corp., where they have been employed since 1995. Prior to that, Peter held roles with Dean Witter Reynolds Inc., NYLIFE DISTRIBUTORS INC. and NYLIFE SECURITIES INC. Peter has a broad range of experience and holds both Series 7 and Series 63 licenses as well as the Series 26 principal exam. They have a proven track record of providing comprehensive financial advice to a diverse clientele including individuals, corporations, and charitable organizations. Peter is dedicated to building long-term relationships with their clients and providing personalized financial guidance to help them 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
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NY
09/13/1995 - Present
BNY Mellon Securities Corp. (New York NY)
NY
03/03/1994 - 08/04/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
01/01/1994 - 02/11/1994
NYLIFE DISTRIBUTORS INC. (JERSEY CITY NJ)
NY
06/21/1990 - 01/01/1994
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 02/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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