Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Stevens is a financial advisor who has been in the industry since 1998. Peter has a broad background, having previously worked at J.P. Morgan Securities Inc., UBS Financial Services Inc., Pacific Growth Equities, LLC, Salomon Smith Barney Inc., BT Alex. Brown Incorporated and Alex. Brown & Sons Incorporated. Peter is currently registered with UBS Asset Management (us) Inc. and is licensed in New York.
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.
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.
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2
NY
03/10/2011 - Present
UBS Asset Management (us) Inc. (NEW YORK NY)
CA
07/30/2009 - 02/12/2010
J.P. MORGAN SECURITIES INC. (SAN FRANCISCO CA)
NJ
06/02/2006 - 07/21/2009
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
CA
11/17/2003 - 10/31/2005
PACIFIC GROWTH EQUITIES, LLC (SAN FRANCISCO CA)
NY
01/29/1999 - 12/17/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MD
09/01/1997 - 02/10/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
03/08/1995 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
BC
Issued 07/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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