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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 Walsh is an investment advisor representative with Fisher Investments. Peter has been in the industry since 1994 and has a broad range of experience in the financial services field. Peter holds the Series 3, 7, 63, 65, and SIE licenses. Peter is currently registered with the state of Florida as an Investment Advisor Representative, and with the state of Texas as an Investment Advisor Representative - Resident.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
07/31/2024 - Present
Fisher Investments (Tampa FL)
NY
08/16/2010 - 10/22/2018
VOYA INVESTMENTS DISTRIBUTOR, LLC (NEW YORK NY)
NY
12/15/2003 - 08/16/2010
ING INVESTMENT MANAGEMENT SERVICES LLC (NEW YORK NY)
CT
08/03/1995 - 12/15/2003
AELTUS CAPITAL, INC (HARTFORD CT)
IA
Issued 05/18/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2012
Series 3 - National Commodity Futures Examination
BC
Issued 12/10/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/02/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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