Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Oldrid is a financial advisor with over 29 years of experience in the financial industry. Currently, Peter is an active representative at Osaic Wealth, Inc. working out of their FALL RIVER, MA office. Previously, Peter was registered with FSC SECURITIES CORPORATION, VOYA FINANCIAL ADVISORS, INC., INVESTORS CAPITAL CORP., INFINEX INVESTMENTS, INC., CITIZENS FINANCIAL SERVICES INC., BANKBOSTON INVESTOR SERVICES, INC., SUNTRUST SECURITIES, INC., PUTNAM FINANCIAL SERVICES, INC. and FIRST INVESTORS CORPORATION. Peter holds the Series 63, SIE, Series 7 and Series 6 licenses.
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.
A percentage of the total value of assets under management is charged.
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2
MA
11/03/2023 - Present
Osaic Wealth, Inc. (FALL RIVER MA)
MA
10/30/2020 - 11/03/2023
FSC SECURITIES CORPORATION (FALL RIVER MA)
MA
08/07/2015 - 11/03/2020
VOYA FINANCIAL ADVISORS, INC. (Fall River MA)
MA
12/08/2009 - 08/25/2015
INVESTORS CAPITAL CORP. (FALL RIVER MA)
MA
12/20/1999 - 10/28/2009
INFINEX INVESTMENTS, INC. (FALL RIVER MA)
RI
10/09/1998 - 10/28/1999
CITIZENS FINANCIAL SERVICES INC. (JOHNSTON RI)
MA
06/15/1998 - 10/09/1998
BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)
GA
01/04/1996 - 06/03/1998
SUNTRUST SECURITIES, INC. (ATLANTA GA)
GA
01/10/1994 - 12/19/1994
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NA
11/22/1988 - 05/15/1989
PUTNAM FINANCIAL SERVICES, INC.
NA
03/06/1987 - 11/02/1987
FIRST INVESTORS CORPORATION
BC
Issued 04/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/1994
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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