Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Morin is a financial advisor with LPL Financial LLC. Peter is a registered representative with the Financial Industry Regulatory Authority (FINRA) and is licensed in Connecticut and Massachusetts. Peter has been in the financial services industry since 2008 and has worked with Empower Financial Services, Inc. and MML Investors Services, LLC in the past. Peter specializes in investment products, variable contracts, financial planning, portfolio management, and pension consulting. Peter has earned the Series 6 and Series 63 licenses and the SIE exam.
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.
Consulting and other non-discretionary advisory services
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
MA
07/01/2024 - Present
LPL Financial LLC (WESTFIELD MA)
CT
01/04/2021 - 10/04/2022
EMPOWER FINANCIAL SERVICES, INC. (ENFIELD CT)
CT
08/05/2008 - 01/04/2021
MML INVESTORS SERVICES, LLC (ENFIELD CT)
BC
Issued 04/06/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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